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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William Blair client Walsh Construction and its transformation of McCormick Place into a COVID care facility featured. William Blair analysts also share insights on the rapid shift to a digital world amid the COVID-19 pandemic and the latest on virus testing.

Planning for an entire lifetime of decisions can seem like a daunting task. Navigating this process, however, becomes much more manageable when you realize that one's financial life typically occurs over four phases.

Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

College graduation marks the start of a career with new responsibilities and decisions. William Blair's private wealth advisory, College Was Awesome. Now What?, provides a handy checklist for the recent college graduate.

A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.

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Applying for College Financial Aid

What you need to know about applying for financial aid and enhancing your family’s aid eligibility.

Applying for College Financial Aid

Our new issue of Client Focus takes a special look at some of the ways the coronavirus pandemic is impacting our lives.

Our firm is dedicated to assisting our nonprofit clients with both their social and financial returns. We are also proud to partner with our philanthropically inclined clients to help them channel their support.

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

Converting a traditional IRA to a Roth IRA can be an extremely effective wealth-transfer tool under the right circumstances. Learn about the factors to consider in deciding whether a Roth conversion makes sense for you.

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