Private Wealth Management
Investment expertise built on research and relationships.
At William Blair, we build portfolios by building relationships with our clients. Through a continuing dialogue between you and your William Blair financial advisor, we provide customized wealth management built on investment expertise and an unwavering focus on your evolving needs.
We examine President-elect Trump’s proposed income tax and estate tax policies and discuss how they could influence high-net-worth investors' 2016 year-end planning decisions.
Howard Tullman, CEO of 1871, told clients at a William Blair thought-leadership event that today’s education system needs to change to emphasize active and collaborative problem solving, reflecting today’s jobs and work challenges.
William Blair's Atlanta office moved to a new, larger, and permanent location on October 24, marking a significant expansion for the firm’s private wealth management business in the South.