The Elkins Team

 
William Blair Private Wealth Management

Elkins team

Trust is paramount. We take to heart and understand that money is an important and sensitive asset, and we work hard to maintain our clients’ trust. Our team approach gives us breadth and depth. We bring different perspectives, levels of experience, and energy to our clients. We can neither predict the market nor guarantee superior investment returns, but we can control the level of customer service we provide our clients, and we strive to excel in this regard. We take our jobs seriously and are always available for our clients. No question is too trivial, no problem too small. Direct and easy access to the individuals who manage your money is a critical element of client relationships, and we pride ourselves on always being available for our clients.

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

Brightly 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.

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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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