Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
Keeping Your Financial Information Secure – And Steps to Take if You Have Been Hacked
As the world becomes more digitally connected, cybersecurity risks will keep rising.
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Did You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services
Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?
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Spousal Lifetime Access Trust
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.
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Avoid the Most Common Mistakes in Estate Planning
Estate planning is all about your legacy. A well-planned estate plan is one that meets your goals and avoids unnecessary costs, delays, and conflicts.
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Corporate Transparency Act
Are you a business owner of a registered entity such as a corporation, partnership, or LLC or the trustee or beneficiary of a trust that owns such an entity? If so, you may be subject to a reporting obligation under the Corporate Transparency Act (CTA).
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Tax Breaks Target Investing in Struggling Communities
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.
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Building Your Financial Strategy
By identifying your priorities you can create a manageable and strategic plan for keeping your financial plan on course.
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Balancing Retirement and Wealth-Transfer Goals
With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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Your Child Receives Birthday Money
How to turn gifts into financial lessons that pay a lifetime of dividends.
Read moreClient Focus: Resilient Responses to Turbulent Markets
Our latest edition explores the history of market volatility, strategic solutions for wealth planning, and how William Blair remains a trusted advisor for clients.
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Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
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Your 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.
