Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
Your Estate Plan – Capture the Golden Opportunity Before It Sunsets
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreQuick Reference Guide to Retirement Plans
Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
Read moreLife After Employee Benefits
In addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
Read moreThe Unique Challenges of Pre-Liquidity Planning in 2024 (and 2025)
Pre-liquidity planning in 2024 will be anything but dull. Find out what business owners on the cusp of a liquidity event should know—and how they should prepare.
Read moreDid You Know? Philanthropy, Planning, and Pre-Liquidity Capabilities
From philanthropy strategy and wealth planning to lending and alternative investments, William Blair brings best practices, experiences, and a deep subject matter expertise to the discussion.
Read moreEducation 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.
Read moreState Residency Changes: Tax Implications and Rules
This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreNew Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan
Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.
Read moreClient Focus: Advancing Across Industries
This edition highlights female-led and -focused initiatives by our colleagues and community partners, showcasing how diverse perspectives can help us advance across industries together.
Read Client FocusBusiness Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
Learn moreYour Wealth Journey
Here are practical financial suggestions to consider as you or your family anticipate life’s milestones.
The major events in your life—from starting your career to becoming a parent to preparing for that first day of retirement—all present opportunities to take action toward your financial goals. We explore the financial implications of milestone life events and provide practical suggestions for each step of the way to enhance your wealth.