Private Wealth Management

As one of the last true global partnerships in the industry, William Blair combines the world-class investment resources of a global leader and the high-touch service, stability, and culture of an independent boutique.

Who We Are

Investors count on William Blair Private Wealth Management to activate their capital with purpose and precision. We do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. We build customized portfolios that are fueled by our belief in the power of growth investing—and an investment process that has been refined over nearly nine decades. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations.

$61.2+

billion in client assets

Closeup of someone sitting at a conference table

123

wealth advisors

11

office locations

As of September 30, 2023
Client asset disclosures

How We Serve Clients

We focus on empowering you to activate your capital with purpose and precision by drawing on our global resources and rich heritage of uncovering growth investments—and by delivering access to these ideas through customized, integrated wealth management solutions that are singularly focused on your vision of success.

Individuals and Families
Corporate Executives
Foundations and Non-Profits

Based on detailed knowledge of our clients, research-driven investment insight, and our financial advisors’ long tenure with the firm, we help high-net-worth individuals and families grow, protect, and manage their wealth.

Portfolio Management

Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.
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Financial Planning

We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.
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Investment Research

A rigorous research process that aims to identify high-quality investments for our clients' portfolios.
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Risk Management

We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.
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Investment Banking

William Blair’s investment bankers have deep experience guiding family-owned and founder-led businesses through the many decisions involved in growing and selling a company.
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Family Office Solutions

Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.
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We provide expert guidance for complex issues while guiding entrepreneurs, business owners, and corporate executives through the challenges and opportunities in managing both their personal wealth and their companies’ finances.

Corporate Services

We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.
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Executive Services

We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.
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Investment Banking

Our investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
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As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.

Building Relationships

By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment expertise to help organizations achieve their mission through all market conditions.
Investment Policy Development

We work closely with foundations, endowments, and other not-for-profit organizations to create clearly defined guidelines governing the management of the organization’s assets.
Research Analysis

We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios.
Risk Management

We take a proactive approach to tomorrow’s challenges.

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Form CRS Relationship Summary

View our client relationship summary and other helpful information.

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Custody and Safekeeping

What it means for you and your assets at William Blair.

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Recent Private Wealth News

1935 Wealth Management Team and The Cultra Wealth Management Group Named to Forbes 2023 America’s Top Wealth Management Teams List

Tuesday, November 7, 2023

Forbes magazine listed 1935 Wealth Management Team and The Cultra Wealth Management Group to its America’s Top Wealth Management teams list released November 7.

Forbes Ranks Five William Blair Wealth Advisors to its 2023 Top Next Generation Wealth Advisors

Tuesday, August 8, 2023

Forbes magazine recently named William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, Max Kaplan, and Dan Maude to its 2023 Top “Next-Gen” Wealth Advisors Best-In-State list published August 8.

Five William Blair Colleagues Make Barron’s 2023 Top Women Financial Advisors List

Friday, June 16, 2023

Barron’s named William Blair’s Lindsey Holton, Louise Lane, Carlette McMullan, Sarah Mercurio, and Jackie Moss as America’s top women financial advisors in its annual list released June 16.