Louise, Jim, David, Laura-Min, Drew, and Joe want to inspire all capital to have impact. With over 150 years of collective and relevant experience, our team—Louise, Jim, David, Laura-Min, Drew, and Joe—feels privileged to be advising a variety of clients, including family offices, public and private corporate executives, and tax exempt entities. Every client has a unique perspective on the purpose of their capital, and we tailor our services to fulfill that purpose. We do this primarily through investing, wealth planning, philanthropic advice, and sustainable impact strategies. This process is always an interesting journey, so let's get started on it together.
150 North Wealth Advisors
William Blair Private Wealth Management

Our Journey to a Sustainable Future
William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities. Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.
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THINKING 2021: Navigating the Path Ahead is a digital experience that keeps you up to date on the trends that matter most. Watch as experts from across William Blair discuss the accelerated adoption of technology, business opportunities, and the deglobalized environment as we approach a post-pandemic world.
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About William Blair
William Blair is a 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.*

Year William Blair was founded

Employees worldwide

Client assets

Independent and employee-owned

Offices worldwide

Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Education Financing
Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.
Read moreRoth IRA Conversions: What They Mean For Shareholders
A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
Read moreSpouse Lifetime Access Trust
The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.
Read moreOur Latest News
William Blair Private Capital Markets Remains Highly Active in 2022
William Blair’s leading Private Capital Markets group has followed up a highly successful 2021 with several notable transactions across a range of industries.
Read moreEconomics Weekly: The Housing Market Is Cooling
In this Economics Weekly, we take a snapshot of the housing market with the view that activity will continue to moderate, though a major collapse seems unlikely.
Read moreCollege Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world."
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