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

Recent Private Wealth Insights
Wealth Planning and Philanthropy Strategies
Optimize year-end financial planning strategies, activate high-impact capital, and initiate purpose driven charitable giving.
Read moreThe 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.
Read moreTax 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.
Read moreClient Focus Highlights Investment Themes in Energy and Ag to Drive Sustainable Growth
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.
Read moreSpouse 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.
Read morePhilanthropy 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.
Read moreCybersecurity: A Self Defense Guide
As the world becomes more digitally connected, cybersecurity risks will keep rising.
Read moreUsing a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read more