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 hosted an estate planning seminar on February 8 and a dress rehearsal of Bizet's Carmen
at the Chicago Lyric Opera.
William Blair celebrated the opening of its expanded office space in Atlanta with clients on February 9.
Stay updated on legislative and regulatory changes in Washington and what they could mean for high-net-worth investors’ tax planning, portfolio management, and wealth transfer strategies.