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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

  • 2,100+

    Employees worldwide

  • 156 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 700+

    Companies under coverage

As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

  • Best Financial Practices for College Students

    Learn the basics of managing your finances so you are set up to succeed after graduation.

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  • Financial Tips for Making a Major Purchase

    Address these financial considerations when purchasing a new vehicle or home.

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  • Quick Reference Guide to Retirement Plans

    Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

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See more thought leadership

Our Latest News

  • Blackstone Has Agreed to Acquire Flow Control Holdings

    William Blair acted as financial advisor to Blackstone in connection with its pending acquisition of Flow Control Holdings from Audax Private Equity.

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  • Clean Harbors, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Clean Harbors, Inc. (CLH $317.13), the leader in hazardous waste and environmental solutions in North America.

    Read more

  • NextGen Security Has Been Acquired by Apax Funds

    William Blair acted as the lead financial advisor to NextGen Security LLC and Dunes Point Capital, LP in connection with the Company’s sale to Apax Funds.

    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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