We serve a group of ultra-high-net-worth entrepreneurs, corporate executives, and their families with a high level of expertise and remarkable emphasis on service. Our team provides sophisticated, thoughtful, and comprehensive wealth management solutions tailored to fit the individual needs of each family.

As your outsourced chief investment officers, we are firm and product-agnostic in our approach. The capabilities and resources of William Blair enable us to complement any existing relationships and access the most efficient and cost-effective strategies from across the investable universe. We create a lasting experience with our clients, their families, and our communities by embodying our core beliefs of trust, service, and integrity.

Professional Recognition and Awards

  • Barron's Top 100 Private Wealth Management Teams 20211
  • Forbes Best-in-State Wealth Management Teams 2023, 20242

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

2 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.