profile

Christopher Brathwaite

Managing Director, Wealth Planning & Proceeds Structuring

About Chris

Chris Brathwaite is a wealth planner with over 20 years of consulting experience for families with significant wealth, business owners, and corporate executives. He focuses on providing pre-transaction planning guidance to owners and management teams in the areas of wealth transfer planning, philanthropic techniques, and overall tax efficiency.

Previously, Mr. Brathwaite worked at UBS as the director of consulting for high-net-worth clients in the Midwest. Earlier in his career, he was a vice president in the Wealth Advisory Services group of Piper Jaffray where he provided financial planning and portfolio construction guidance to individual clients and investment consulting services to foundations and endowments.

Mr. Brathwaite is a member of the Investments & Wealth Institute and the Chicago Estate Planning Council. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations. He also serves on the Planned Giving Advisory Board of the Lyric Opera of Chicago.

Credentials

CFP®
CIMA®

Education

Johns Hopkins University, B.A.
Peabody Conservatory, B.Mus.
University of Minnesota, M.B.A.

Maximize the After-Tax Value of Your Equity

Year-end tax planning is especially important for business owners and executives with equity compensation. Opportunities to offset taxes related to monetizing equity can have a tremendous impact on their wealth planning.

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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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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