The Marshall Team
William Blair Private Wealth Management
About William Blair
William Blair is a premier global partnership 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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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.
Thought Leadership
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Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked
As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.
