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.

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your objectives.

Avoiding the most common mistakes in estate planning can save unnecessary costs, delays, and conflicts for your heirs. Our latest paper highlights the common mistakes of estate planning in the context of the new Trump administration and provides an update on the current estate, tax, and legal environment.
An individual who is philanthropically inclined may find that contributing appreciated securities with long-term unrealized gains directly to a donor-advised program can be a tax-efficient way of giving.

William Blair's 2019 tax reference guide provides the latest information on tax rate schedules, exemptions, capital gains, contribution limits on savings plans based on the Tax Cut and Jobs Act of 2017.

William Blair’s financial guide to “Settling the Affairs of a Loved One” provides a step-by-step outline of the tasks you will need to take to ensure your loved one’s financial affairs are properly settled.
With college costs rising faster than inflation, planning for education financing is more critical than ever.