Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
Client Focus Spotlights Key Investment Trends to Watch in 2022
For a glimpse of what’s ahead for 2022, Client Focus discusses cybersecurity, ESG investing, the digital supply chain, food security amid climate change with four leading William Blair analysts.
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2022 Planning Strategies
High-net-worth individuals and families, philanthropists, and business owners should evaluate their tax and estate plans so they are best positioned for the long-term outlook. You might consider reviewing the following strategies to help meet your financial, wealth-transfer, and philanthropic goals.
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2022 Tax Reference Guide
William Blair's tax reference guide for income earned in 2022 and tax returns filed in 2023 is now available.
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Education Financing
Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.
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Client Focus Features Biotech, IPOs, Inflation and More
William Blair analysts Raju Prasad, Myles Minter, and Matt Larew describe the latest advancements in the biotech space and the companies leading the charge in just released Client Focus.
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Estate Planning Documents for Your College-Age Children During COVID-19
Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.
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Inspiring Philanthropy Across Generations
For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.
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Applying for College Financial Aid
What you need to know about applying for financial aid and enhancing your family’s aid eligibility.
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Thinking Strategically About Charitable Giving
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
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