1935 Wealth Management Team

William Blair Private Wealth Management

Wealth management is a process, not a product. We engage with our clients in conversation to gain a thorough understanding of their objectives, resources, risk tolerance, and time frame. Our team's focus is on creating wealth management strategies that are responsive to evolving market conditions and changes in our clients' lives.

In 2021 the 1935 Wealth Management Team was named a Top 100 Private Wealth Management Team by Barron's.1

1The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

Quarterly Commentary

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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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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

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

More about William Blair affiliated entities

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

Quentic Has Agreed to be Acquired by AMCS

William Blair acted as the exclusive financial advisor to Quentic, a portfolio company of One Peak, Morgan Stanley Expansion Capital, and High-Tech GrĂĽnderfonds, in connection with its pending sale to AMCS, a portfolio company of Insight, Clearlake, Highland Europe and Ireland Strategic Investment Fund.

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42nd Annual Growth Stock Conference

William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 42nd Annual Growth Stock Conference June 6-9 in Chicago.

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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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