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Our Capabilities: Wealth Planning

Wealth Planning provides you with a comprehensive view of your financial resources, opportunities, and risks and guides you through the complex and interrelated decisions of managing your wealth.

Questions to Consider

What do you want to accomplish with your wealth?

Are you preparing for retirement?

Do you have an education financing plan in place for your children or grandchildren?

What do you want to accomplish with your wealth? Whether your goal is to fund your retirement plan, create a secure future for your children or grandchildren, or make a difference with your philanthropic giving, effective wealth management requires careful planning.

Our Wealth Planning Services professionals have deep expertise across multiple disciplines. They partner with you and your advisors to evaluate, design, and implement your wealth management plan as you build, preserve, or transfer your wealth. The team focuses on practical, actionable, and strategic solutions - bringing experience, best practices, and an understanding of the multiple factors that impact your wealth.

Did You Know?

Wealth Planning at William Blair helps clients with:

  • Estate and multi-generational planning
  • Planning for retirement and financial independence
  • Insurance and risk review/management
  • Education financing
  • Asset allocation analysis
  • Income tax and estate tax minimization strategies
  • Philanthropy planning
  • Debt management and cash flow planning


Estate Planning Checklist

Estate planning is a method for determining how to distribute your property during your life and at your death. William Blair published an organizer to help facilitate the process.

Read more

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For disclosure information, please visit www.williamblair.com/disclosures