Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
College Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
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Family Office Direct Investing Report
Family offices face an uncertain investment outlook following Russia’s invasion of Ukraine and the lingering impacts of the COVID-19 pandemic.
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Wealth Planning and Philanthropy Strategies
Optimize year-end financial planning strategies, activate high-impact capital, and initiate purpose driven charitable giving.
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The 2023 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2023 and tax returns filed in 2024 is now available.
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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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Spouse 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.
Read moreGifting Appreciated Securities to a Donor-Advised Fund Program
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.
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Philanthropy in the Age of Constant Disruption
By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.
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Cybersecurity: A Self Defense Guide
As the world becomes more digitally connected, cybersecurity risks will keep rising.
Read moreClient Focus Features Insights on the Economy and Investment Trends
William Blair thought leaders share their insights on what will drive the economy in 2023, investment trends, and financial planning in the January 2023 edition of Client Focus.
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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.
