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.

As your child begins college, a gap year program, or study abroad, he or she should have three important documents in place: a HIPPA release; durable power of attorney for healthcare; and durable power of attorney for property. This is particularly important given concerns about COVID-19.

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.
With college costs rising faster than inflation, planning for education financing is more critical than ever.

William Blair is monitoring the impact of COVID-19 on the nonprofit sector and the philanthropic activities worldwide to support relief efforts. Our new guide provides helpful resources.

The SECURE Act, passed by Congress in December 2019, is the second major tax act in two years to have a wide-ranging effect on retirement and tax planning. Our publication, Key Changes in 2019 Tax Law Affecting Retirement Rules, spotlights the changes.

Gifting Appreciated Securities to a Donor-Advised Fund Program
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.