William Blair Overview
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide with approximately $142 billion in client assets (as of 3/31/2024). *
Private Wealth Management at William Blair
We are selectively recruiting financial advisors to Private Wealth Management at William Blair. The firm has purposefully expanded its wealth management footprint in strategic cities. We serve high-net-worth individuals and their families, entrepreneurs and business owners, corporate executives, family offices, foundations, and nonprofit organizations.
What does this mean for you and your clients?
Stability: The firm has had six CEOs since its inception in 1935 and has maintained essentially the same ownership structure and business model since that time, giving you and your clients stability and continuity.
Open Architecture: Our platform gives you the freedom to build your business and your team in a way that best serves your clients.
Access: The firm’s culture is one of collegiately and collaboration. You have unparalleled access to firm management, equity research analysts, and the many professionals who help you manage your business with the shared goal of serving your clients. In addition, we work closely with the firm’s investment banking group to source cross-selling, liquidity events, and strategic opportunities.
Research: William Blair is well known for its differentiated equity research with a focus on growth stocks and robust open architecture. Its annual Growth Stock Conference, Greenwich Survey results, and Current Better Values are just a few of its signature offerings.
Global Capabilities: Philanthropy strategy, wealth planning, corporate and executive services, pre-liquidity planning, and family office solutions are just a few of the capabilities available to you, supported by professionals with deep expertise in their area of specialty.
Private Partnership: William Blair was founded in 1935 and continues to this day as an independent, private partnership. The firm is 100% owned by its 225 partners (as of 3/31/2024).
* Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
