GreenBridge

 
William Blair Private Wealth Management

The Fischer Team

We are GreenBridge, a team of investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management services and a comprehensive suite of family office offerings. We use our collective 100-plus years of industry experience and the deep resources of William Blair to deliver unbiased advice and excellent service to help enable our clients to achieve their long-term goals.

Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ both active and passive strategies.

In 2022, GreenBridge 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

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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

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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