Women’s Wealth Advisory

Empowering women to invest with clarity and purpose.

Who We Serve

We partner with women at every stage of their financial journey. Women earning, inheriting, or transferring wealth. Women business owners, entrepreneurs, executives, and professionals. Women in transition – newly married, caregivers, widowed, divorced. Women decision makers – transforming wealth, creating philanthropy strategy, defining their legacy, and more. Next Gen women shaping the future.

Women who have economic power.

Regardless of where you are on your adventure, William Blair’s Women’s Wealth Advisory is here to help.

How We Serve

Women’s Wealth Advisory is a collaborative offering designed to help women manage their wealth with confidence and a clear understanding of its potential. It blends financial education, goals-based planning, and structured guidance to address both short-term priorities and more complex needs such as liquidity planning and legacy considerations. Transparency, trust, and clear communication combined with expertise in investment strategies and wealth management help inform your decision-making and your ability to secure a financial future in line with your objectives and values.

We provide tailored financial education, strategic planning, and expert guidance to help you achieve your goals, whether they're short-term priorities or long-term aspirations. From life-transition support to concierge-style service, we’re here to simplify your financial life and empower your decisions.

Wealth Education Workshops

Client workshops for women on investment strategies, financial planning, and wealth management.
Life-transition Support (“Money in Motion”)

High-touch, specialized team around life events such as loss of a spouse, divorce, caregiving duties, inheritance, or the sale of a business—paired with structured check-ins.
Financial Coaching

One-on-one financial coaching.
Concierge-style Service

A dedicated “financial concierge” to help clients structure and organize their finances, coordinate specialists, and streamline day-to-day financial tasks.
Community and Outreach

Women-focused events and partnerships that deepen relationships.
Support Networks

Forums and support/networking groups for women to share experiences and learn from each other.
Womens Wealth Certification

William Blair advisor program that provides education-first guidance, financial literacy, and life-stage planning.
Resources Hub

Educational materials, webinars, and articles on financial topics relevant to women.

Money in Motion

85%

of charitable giving decisions are made or influenced by women in affluent households
~57%

of the labor force is female
1/2

of widows over 65 will outlive their husbands by 15 years
$123 T

in approaching Great Wealth Transfer; women expected to inherit nearly $50 Trillion
59

is the median age a woman becomes a widow
2x

Women are starting businesses at twice the rate of men

Resources

Women Founders Forum: Building with Purpose, Scaling With Intention

William Blair’s Women Founders Forum brought together a mix of emerging and established founders, operators, and investors for an afternoon of candid conversation, insights, and meaningful connection.
Read more
Preserving Family Wealth: Before, During, and After Marriage

Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. We examine strategies for preserving wealth and harmony across generations.
Read more
Brain Health with Lisa Genova: Enduring Strategies to Enhance Memory Care

Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.
Watch the video podcast
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
Venture Philanthropy: A New Era of Innovative Giving

Venture philanthropy bridges traditional giving and impact investing by combining mission-first intent with greater potential, accountability, engagement, and measurement.
Read more

William Blair Thinking

William Blair Thinking Podcast

William Blair Thinking

Women’s Wealth Advisory

Who We Serve

How We Serve

Wealth Education Workshops

Life-transition Support (“Money in Motion”)

Financial Coaching

Concierge-style Service

Community and Outreach

Support Networks

Womens Wealth Certification

Resources Hub

Money in Motion

85%

~57%

1/2

$123 T

59

2x

Resources

Women Founders Forum: Building with Purpose, Scaling With Intention

Preserving Family Wealth: Before, During, and After Marriage

Brain Health with Lisa Genova: Enduring Strategies to Enhance Memory Care

Estate Planning Checklist

Venture Philanthropy: A New Era of Innovative Giving

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