William Blair Private Wealth Management
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.
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, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
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A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
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William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreWilliam Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
Read moreWilliam Blair acted as the exclusive financial advisor to Nehring Electrical Works Company in connection with its pending sale to Mueller Industries, Inc.
Read moreWilliam Blair acted as the exclusive financial advisor to Nothum Food Processing Solutions in connection with its sale to Fortifi Food Processing Solutions, a KKR portfolio company.
Read moreThis 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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