The Sullivan Wealth Advisory Group at William Blair couples the resources of the largest, privately-held investment firm in Chicago with personal attention to assist individuals and families in growing, protecting, and managing their wealth. Based on detailed knowledge of our clients, research-driven investment insight, and our long tenure and expertise in the industry, we help you invest confidently to reach your goals. We do this by designing and deploying a financial blueprint to guide you, with a comprehensive planning perspective, analysis, and advocacy created just for you. We serve multiple generations of many families and we employ a continuous dialogue between you, your family, and the Sullivan Wealth Advisory Group. With this approach, we provide an unwavering focus on growing with you and your family’s evolving needs.
The Sullivan Wealth Advisory Group
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 December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
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.
Read moreUsing a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreOur Latest News
Duomed Has Entered Into Exclusive Negotiations to be Acquired by Palex
William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreTT medic has Agreed to Partner with Trill Impact
William Blair acted as the exclusive financial advisor to TT medic GmbH and its shareholders in connection with entering a partnership with Trill Impact.
Read moreFirst Advantage Corporation: Initiation of Research Coverage
William Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
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