Welch Financial Advisory Team
William Blair Private Wealth Management
About William Blair
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.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
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.
Read moreUsing a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreOur Latest News
Bentley Systems, Incorporated: Initiation of Research Coverage
William Blair initiated research coverage of Bentley Systems, Incorporated (BSY $51.19), a leading provider of design, build, operate, and maintain software for the infrastructure industry.
Read moreSolid Biosciences Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Solid Biosciences Inc. (SLDB $13.57), a development-stage biopharmaceutical company focused on gene therapies for rare neuromuscular and cardiac diseases.
Read moreAtmos Has Been Acquired by Insight Equity
William Blair acted as exclusive financial advisor to Atmos Technologies in connection with its sale to Insight Equity.
Read more