The Riverside Wealth Advisors team at William Blair serves high-networth individuals, families, and private foundations. With only our clients' best interests in mind, we work to make sure their financial, charitable, and generational aspirations are attained. Preparing future generations to be good stewards of wealth and active participants in their community is often important to the families we serve. Through a structured family governance and communication process, we help our clients share their vision, passing their culture and values down to future generations so that their legacy endures.

A critical part of our work is to manage and curate our clients' wealth. With a comprehensive view and clear process, our team works with your other external advisors, managers, and institutions to simplify and consolidate your investments and reporting structure. We create customized investment strategies for the asset allocation, location, purpose, and objective of each client’s goals. As your strategic partner, the Riverside team is here to provide the resources of our global firm and to offer the most effective solutions to our clients' complex needs.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 2023, 20241
1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.