McMullan Escamilla Walania Team

 
William Blair Private Wealth Management

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The McMullan Escamilla Walania Team combines two legacy father-daughter wealth advisory practices, strengthened by seasoned professionals with expertise in research and financial planning. We work with multi-generational families, institutions, corporations, corporate executives, and other individuals to build and protect their wealth.

We develop a comprehensive plan that encompasses our clients’ financial and life objectives. We then execute this plan by constructing customized investment portfolios that reflect their risk tolerances, income needs, and time horizons. Using William Blair’s award-winning equity research, we diversify across industry groups and company size to mitigate risk.

Our approach to wealth planning and management creates the foundation for long-term asset growth. In addition to seeking wealth preservation and enhancement, we help clients through the transition of building financial assets to using those assets to generate income.

We are passionate about and dedicated to our clients’ success.

 

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THINKING 2021: Navigating the Path Ahead is a digital experience that keeps you up to date on the trends that matter most. Watch as experts from across William Blair discuss the accelerated adoption of technology, business opportunities, and the deglobalized environment as we approach a post-pandemic world.

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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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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Thought Leadership

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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.

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Spouse 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.

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Our Latest News

Brightly Software Has Agreed to be Acquired by Siemens

William Blair acted as lead financial advisor to Brightly Software, Inc., a portfolio company of Clearlake Capital Group, L.P., in connection with its pending sale to Siemens AG (FRA:SIE) for $1.575 billion of upfront cash consideration, along with $300 million in cash earn-out payments, for a total of $1.875 billion.

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