We empower colleagues, deliver client success, and engage in our communities—working continuously to promote, support, and grow the client-focused and exceptional professional culture of William Blair. Our teams and their clients have access to world-class resources, technology solutions, and deep intellectual research and thought leadership, bringing the very best of William Blair to their financial lives.
The PWM Management 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 December 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 moreGifting Appreciated Securities to a Donor-Advised Fund Program
This charitable vehicle provides a simplified approach that allows you to maximize your charitable donations and tax benefits—an approach that can transform the way you give.
Read moreOur Latest News
Cutera, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Cutera, Inc. (CUTR $34.21), a leading global aesthetic device company with a comprehensive product portfolio and a global distribution footprint.
Read moreWilliam Blair Launches Private Shares Trading
Private shares trading expands the firm’s Institutional Sales & Trading offerings, delivering buyers and sellers of private capital the highest level of transactional focus, informational access, and private market insights.
Read moreInterDigital, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of InterDigital, Inc. (IDCC $68.21), a research-and-development company that designs and develops wireless, visual, and other related technologies that enable connectivity and enhance immersive experiences across various communications and entertainment products.
Read more