The Boston Wealth Management team at William Blair serves multiple generations of families, entrepreneurs, and business owners with an emphasis on building enduring relationships and community partnerships. We also work with non-profits and corporations, specializing in the management of endowments, qualified plans, and cash reserves.
Our team takes an institutional approach to constructing customized investment strategies and portfolios and is committed to understanding our clients' goals and objectives. Our collective expertise in portfolio management is integrated with extensive wealth planning. We pride ourselves on delivering superior client service, providing our clients with direct access to all team members, and delivering disciplined investment outcomes, allowing us to become trusted, strategic partners with our clients.