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The Golden Team

 
William Blair Private Wealth Management

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PWM Professional Resources

  • lauracoy

    Laura Coy

    Partner, Head of Philanthropy and Sustainability

    +1 312 364 8037
    View profile
  • tylerglover

    Tyler Glover

    Partner, Managing Director, Private Wealth Management Consulting Services

    +1 312 364 8654
    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 30 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,950+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 700+

    Companies under coverage

As of March 31, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

  • Girl with a backpack on looking at a lake

    Estate Planning Documents for Your College-Age Children

    Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

    Read more

  • Preserving Capital Beyond Peak Earning Years

    Peak earning years may create wealth, but long-term financial security depends on how that wealth is structured, sustained, and ultimately, transferred.

    Read more

  • Asset Allocation: Your Biggest Investment Decision

    Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.

    Read more
See more thought leadership

Our Latest News

  • William Blair Hires Head of Biopharma Investment Banking, Based in New York

    William Blair announced today the expansion of the firm’s Healthcare team with the addition of Michael Allwin as managing director and head of Biopharma investment banking.

    Read more

  • Primed Has Agreed to be Acquired by Inflexion

    William Blair acted as the exclusive M&A advisor to Primed, a portfolio company of Paragon, on its pending sale to Inflexion. The transaction signed July 2026.

    Read more

  • DecoPac Has Been Acquired by Sentinel Capital Partners

    William Blair served as financial advisor to DecoPac Inc., a portfolio company of Kohlberg & Company, in connection with its sale to Sentinel Capital Partners. The transaction closed in July 2026, and the terms were not disclosed.

    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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