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 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
Quentic Has Agreed to be Acquired by AMCS
William Blair acted as the exclusive financial advisor to Quentic, a portfolio company of One Peak, Morgan Stanley Expansion Capital, and High-Tech GrĂĽnderfonds, in connection with its pending sale to AMCS, a portfolio company of Insight, Clearlake, Highland Europe and Ireland Strategic Investment Fund.
Read moreAlchemer Has Received a Majority Investment From KKR
William Blair acted as the exclusive financial advisor to Alchemer in connection with an investment from KKR.
Read more42nd Annual Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 42nd Annual Growth Stock Conference June 6-9 in Chicago.
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