Nancy Li is a wealth planner with the Cutler Group in William Blair’s Private Wealth Management group, where she specializes in tax planning, estate planning, and trust administration. She provides comprehensive financial planning and investment advisory services to high-net-worth families, business owners, and executives seeking to preserve wealth, and designs and implements estate, gifting, and charitable giving strategies for wealth transfer.
Drawing on her 20 years of experience as a CPA working with individuals, trusts and estates, businesses, and charitable entities, Nancy creates simple and practical solutions for even the most complicated financial issues. Her ability to parse through tax returns and financial statements allows her to analyze portfolios from a unique, bottom-up perspective.
Before joining William Blair, Nancy was director of tax compliance at William Harris Investors Inc. and senior manager of trust administration of WHI Private Trust Company. Her trust and estate specialty was developed at Northern Trust, where she worked as a senior tax analyst, later specializing in wealth transfer and estate settlement services.
Nancy has a B.E. from China University of Mining and Technology and a M.Acc. from Southern Illinois University at Carbondale.
Nancy is a member of the American Institution of Certified Public Accountants, Illinois CPA Society, and American Bankers Association.