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.

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.

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.

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.

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.