Daniel N. Furhman

About Dan

Dan Furhman, CFP^® has been helping successful individuals and families organize and simplify their financial lives for over twenty years. Dan’s practice is focused on working with clients facing a liquidity event such as a job change, the sale of a business, retirement, an inheritance, or participation in their company’s IPO.

Through the resources at William Blair, Dan provides his clients with access to proprietary growth strategies, concentrated position management, alternative investment ideas, and comprehensive financial planning as needed.

Before beginning his career in finance, he served as a prosecutor for the Cook County State’s Attorney’s Office in Chicago. Dan is a member of the Bar Association of San Francisco, is a member of the Marin County Estate Planning Council, is a member of the San Francisco Estate Planning Council, and served as the former co-chair of the Probate and Estate Planning Section of the Marin County Bar Association and the former chair of the Chicago Bar Association’s Financial Institutions Committee. He is a non-practicing licensed attorney in Illinois.

Professional Recognition and Awards

• Forbes Best-in-State Advisors 2020, 2022, 2023, 2024¹

¹ The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.