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Team Ward

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  • Laura Ward

    Laura Harrison Ward

    Managing Director, Wealth Advisor

    +1 415 248 5906
    View profile
  • Lisa Kwong

    Lisa Kwong

    Senior Client Relationship Associate

    +1 415 796 6867
    View profile

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.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 139 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Back of students' heads wearing caps and gowns

    College Was Awesome. Now What?

    College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.

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  • Game pieces on a board

    Thinking Strategically About Charitable Giving

    Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

    Read more
  • Hand on a calculator on a desk with papers

    Qualified Charitable Distributions from an IRA

    IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.

    Read more
See more thought leadership

Our Latest News

  • FMX Has Received a Strategic Growth Investment from Luminate Capital Partners

    William Blair acted as exclusive financial advisor to FMX in connection with its strategic growth investment from Luminate Capital Partners.

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  • Ortholite Has Agreed to be Acquired by Coats Group plc

    William Blair acted as the lead financial advisor to Ortholite, a portfolio company of Trilantic Capital Partners, in connection with its pending sale to Coats Group plc (LSE: COA) for an enterprise value of $770 million excluding value ascribed to tax attributes and a royalty agreement for recently introduced intellectual property that was yet to be commercialized in the market.

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  • William Blair Advises on 20 Public Capital Market Offerings Since Mid-May

    William Blair’s Capital Markets team has successfully underwritten and advised on 20 equity/equity-linked offerings in the public market since mid-May.

    Read more
See more news

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This 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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