billion in client assets
As of September 30, 2023
Client asset disclosures
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.
Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.Learn more
We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.Learn more
A rigorous research process that aims to identify high-quality investments for our clients' portfolios.Learn more
We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.Learn more
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.Learn more
Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.Learn more
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.
We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.Learn more
We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.Learn more
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.Learn more
As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring 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.
We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios.
We take a proactive approach to tomorrow’s challenges.
1935 Wealth Management Team and The Cultra Wealth Management Group Named to Forbes 2023 America’s Top Wealth Management Teams List
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.Read more
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.Read more
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.Read more
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For disclosure information, please visit www.williamblair.com/disclosures