William Blair Private Wealth Management
We work with a select number of clients across the United States, including business owners and entrepreneurs, high-net-worth individuals, foundations, and family offices who have complex investment, tax, and wealth management needs. As William Blair's first Private Wealth Management team in Southern California, we are excited to bring the firm's global capabilities and resources to our clients.
Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
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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.
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.
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A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
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William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreWilliam Blair initiated research coverage of On Holding AG (ONON $32.87), a fast-growing performance and lifestyle brand based in Switzerland selling athletic footwear, primarily in running, but with a growing presence in newer categories and apparel.
Read moreWilliam Blair initiated research coverage of Cullinan Oncology, Inc. (CGEM $17.37), a company focused on advancing modality-agnostic targeted therapies for cancer, with a broad pipeline encompassing small molecules and multifunctional therapies across a diverse range of oncologic targets.
Read moreWilliam Blair initiated research coverage of LENZ Therapeutics, Inc. (LENZ $21.73), a late-stage clinical company developing ophthalmic pharmaceutical products to improve vision.
Read moreThis 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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