150 North Wealth Advisors

William Blair Private Wealth Management

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.

Louise Lane was recently featured in Barron's Magazine.

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.*

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Year William Blair was founded

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Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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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.

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Spouse 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.

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Our Latest News

College 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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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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