Insights

Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.

Our investment managers, research analysts, and wealth planners produce a broad array of educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.

Recent Private Wealth Insights

Wealth Planning and Philanthropy Strategies

Thursday, January 19, 2023

Optimize year-end financial planning strategies, activate high-impact capital, and initiate purpose driven charitable giving.

The 2023 Tax Reference Guide is Now Available

Tuesday, January 17, 2023

William Blair's tax reference guide for income earned in 2023 and tax returns filed in 2024 is now available.

Tax Breaks Target Investing in Struggling Communities

Tuesday, November 29, 2022

The Opportunity Zone program was established under the sweeping Tax Cuts and Jobs Act. The initiative created defined opportunity zones which offer significant potential tax breaks to individuals and companies who invest in selected urban and rural areas that meet income or poverty thresholds.

Client Focus Highlights Investment Themes in Energy and Ag to Drive Sustainable Growth

Monday, October 17, 2022

The Q3 edition of Client Focus spotlights several investment themes William Blair is following in the energy and agricultural sectors—trends our analysts expect to drive sustainable growth in the years ahead.

Spouse Lifetime Access Trust

Tuesday, October 4, 2022

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.

Gifting Appreciated Securities to a Donor-Advised Fund Program

Tuesday, September 27, 2022

This charitable vehicle provides a simplified approach that allows you to maximize your charitable donations and tax benefits—an approach that can transform the way you give.

Philanthropy in the Age of Constant Disruption

Tuesday, September 20, 2022

By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.