Patrick Rule, managing director, is a wealth advisor in William Blair’s Private Wealth Management group. Patrick and his team function as an outsourced family office to ultra-high-net-worth individuals, families, business owners, and entrepreneurs, having the knowledge, experience, and resources to deliver institutional caliber investment strategies, holistic financial planning, proactive tax minimization, and wealth transfer advice. His collaboration with his clients is focused on providing value around a holistic approach to wealth management with a long-term investment orientation. Multiple levels of collaboration across William Blair fosters intellectual cross-pollination and best-of-breed thinking that allows Patrick and his team to develop and implement tailored wealth plans for each client, taking every family member into consideration. His industry experience includes working at Wintrust Financial and PNC Financial Services.
Patrick lives in Clarendon Hills, IL with his wife, Kari, and three children. In addition to his responsibilities at William Blair and Lookingglass Theatre, he is also on the Chairman’s Advisory Council with Big Shoulders Fund.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.