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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

  • 154 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 650+

    Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

  • 2026 Wealth Planning and Philanthropy Strategies

    As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.

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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

  • Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

    Read more
See more thought leadership

Our Latest News

  • Security 101 Has Been Acquired by Morgan Stanley Capital Partners

    William Blair acted as the exclusive financial advisor to Security 101 (S101 or the company) and Gemspring Capital in connection with the company’s sale to Morgan Stanley Capital Partners (MSCP).

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  • Ethos Technologies Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Ethos Technologies Inc. (LIFE $10.89), a vertically integrated life insurance platform providing underwriting, distribution, and policy administration services to insurers and agents.

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  • William Blair Initiates Coverage of Two Companies in the Medical Technology Industry

    William Blair initiated research coverage of Stryker Corporation (SYK $377.32) and Zimmer Biomet Holdings, Inc. (ZBH $98.25), two leading global medical technology companies.

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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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