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Private Wealth Management

Investment expertise built on research and relationships.

At William Blair, we build portfolios by building relationships with our clients. Through a continuing dialogue between you and your William Blair financial advisor, we provide customized wealth management built on investment expertise and an unwavering focus on your evolving needs.

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    William Blair Advisors Named to Barron's Top State List

    John Cultra, Steve Elkins, Robert Fix, Dan Grant, Louise Lane, Tom Salvino, and Tom Wilson were named to Barron's 2019 Top State Advisors list this week.

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    Opportunity Zones

    A new program established under the sweeping Tax Cuts and Jobs Act of 2017 has created opportunity zones, which offer significant tax breaks to individuals and companies who invest in these selected urban and rural areas that meet income or poverty thresholds.
  • Dan Grant, Louise Lane, Carlette McMullan, and Tom Salvino

    Forbes Names Four WB Advisors to Best-In-State List

    William Blair's Dan Grant, Louise Lane, Carlette McMullan, and Tom Salvino were named to Forbes 2019 Best-In-State wealth advisors list.
Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your objectives.

Avoid the Most Common Mistakes in Estate Planning
Avoiding the most common mistakes in estate planning can save unnecessary costs, delays, and conflicts for your heirs. Our latest paper highlights the common mistakes of estate planning in the context of the new Trump administration and provides an update on the current estate, tax, and legal environment.
Gifting Appreciated Securities to a Donor-Advised Fund Program
An individual who is philanthropically inclined may find that contributing appreciated securities with long-term unrealized gains directly to a donor-advised program can be a tax-efficient way of giving.
2019 Tax Reference Guide Available

William Blair's 2019 tax reference guide provides the latest information on tax rate schedules, exemptions, capital gains, contribution limits on savings plans based on the Tax Cut and Jobs Act of 2017.

Financial Guide to Settling the Affairs of a Loved One
William Blair’s financial guide to “Settling the Affairs of a Loved One” provides a step-by-step outline of the tasks you will need to take to ensure your loved one’s financial affairs are properly settled.
Education Financing
With college costs rising faster than inflation, planning for education financing is more critical than ever.