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.
The Elkins Team
William Blair Private Wealth Management

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

Client assets

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.
Read more