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Daniel N. Furhman

Vice President, Wealth Advisor

About Dan

Lawyers wrestle with many issues, both professional and personal, which often leaves limited time to focus on finances. Dan Furhman specializes in the unique wealth management and investment needs of attorneys. He helps his clients organize, simplify, and implement practical financial strategies so they can get back to practicing law.

Dan is a wealth advisor with William Blair’s Private Wealth Management group. With the addition of Dan and his team, William Blair has expanded its private wealth management capabilities in the Bay Area. His focus on attorneys and their complex needs brings an added level of specialty to the firm.

Dan's background as a former prosecutor, his active service in the San Francisco legal community, and his deep knowledge of wealth planning and investment issues make him particularly knowledgeable about the many issues attorneys face throughout their career: estate planning, insurance review, college planning for children, and retirement planning are areas that require careful review and strategic thinking. With nearly 20 years of experience, and the  resources of William Blair, Dan is well-equipped to help his clients manage their wealth and investment strategies.

Dan joined the firm from Wells Fargo Advisors and Merrill Lynch. 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.

A CERTIFIED FINANCIAL PLANNER™ professional, Dan has been helping his clients simplify their lives since 2001. Dan lives in Marin with his wife and two children.

Credentials

CFP®

Education

University of Arizona, B.A.
Chicago-Kent College of Law, J.D.Law

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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