The William Blair Custom High-Net-Worth team is dedicated to serving independent financial advisors through the AssetMark channel, providing institutional quality investment management for individuals, families, foundations, and not-for-profit organizations. The team partners with financial advisors to develop and implement tailored portfolios that complement existing financial plans for client relationships over $1 million.
Using the firm’s primary research, a bottom-up approach is applied when investing in individual securities. While relying heavily on these proprietary strategies at the core of its portfolios, extensive diligence is conducted to provide a select list of external managers to provide complementary satellite strategies. William Blair portfolios are managed with sensitivity to tax implications and rely on global diversification and liquid alternatives to optimize risk/reward characteristics.
Strategic asset allocations are driven by long-term capital market forecasts, while tactical tilts within portfolios are driven by near-term macro factors. The team relies on multiple inputs during this process, including the firm’s Asset Allocation Committee, Dynamic Allocation Strategies team, and third party research.
William Blair
Custom High-Net-Worth Team, Available Through AssetMark

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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

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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
Prime Trust Has Received a Series B Equity Investment
William Blair & Company acted as the exclusive financial advisor to Prime Trust in connection with its $107 million Series B financing.
Read moreBrightly Software Has Agreed to be Acquired by Siemens
William Blair acted as lead financial advisor to Brightly Software, Inc., a portfolio company of Clearlake Capital Group, L.P., in connection with its pending sale to Siemens AG (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.
Read moreBlueCat Has Agreed to be Acquired by Audax Group
William Blair & Company acted as the lead financial advisor to BlueCat, a portfolio company of Madison Dearborn Partners, LLC (MDP) in connection with its pending acquisition by Audax Group.
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