Private Wealth Resources

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

Our investment managers, research analysts, and wealth planners produce a broad array of educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.

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Previously, contributions to 529 plans grew tax-free if the funds were used for qualified expenses related to college and other higher-educational institutions. Beginning in 2018, funds in 529 plans can also be used to pay for K-12 educational expenses, with an annual limit of $10,000 per beneficiary. Learn more about education financing.

Illinois taxpayers, both individuals and companies, can claim credits on their state income taxes for donations made to organizations that provide scholarships for students (grades K-12) from low- and middle-income families to attend private schools. The program is designed to improve families' access to educational options, and the associated 75% tax credit could be a significant financial benefit for donors.

The recently passed tax law creates several planning opportunities for high-net-worth individuals to consider.

Nonprofit organizations from colleges and universities to museums and social aid agencies are bracing for big changes in how they fund themselves and operate next year under the landmark tax law passed by Congress on December 20 and going into effect on January 1, 2018.

Your source for information about how developments in Washington, D.C., are affecting the tax and investment landscape for high-net-worth individuals and families.

It is time to begin thinking about ways to help minimize your 2017 tax obligations and to act before the end of the year. In the absence of any concrete change in tax legislation, current strategies remain relevant.

What do family business owners need to know about their options for generating liquidity and managing the wealth created by liquidity events? Having a clear understanding of the process for completing a sale or a dividend recapitalization can help business owners accurately evaluate their options and fully capitalize on the opportunities they have created for themselves and their families. 

Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. Developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios are important factors to your success.

Avoiding the most common mistakes in estate planning can save unnecessary costs, delays, and conflicts for your heirs. Our latest paper highlights the common mistakes of estate planning in the context of the new Trump administration and provides an update on the current estate, tax, and legal environment.

In addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.

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Private Wealth Updates

William Blair produces educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.



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