Individuals and Families

A relationship-based approach to wealth management.

Based on detailed knowledge of our clients, research-driven investment insight, and our financial advisors’ long tenure with the firm, we help high-net-worth individuals and families grow, protect, and manage their wealth.

Family Investment Expert

Portfolio Management

Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.
William Blair Financial Planners

Financial Planning

We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.
William Blair Asset Manager

Investment Research

A rigorous research process to identify high-quality investments for our clients' portfolios.
William Blair Risk Manager

Risk Management

We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.
Managing your wealth after the transaction

Investment Banking for Family-Owned Businesses

William Blair’s investment bankers have deep experience guiding family-owned and founder-led businesses through the many decisions involved in growing and selling a company.
Office with chair and sofa

Family Office Solutions

Our Family Office Solutions suite is a highly curated and bespoke offering. The value we bring to you is anchored in five key areas, where we have a deep reservoir of knowledge and resources to draw from as we collaborate to offer customized solutions for each family’s unique situation.

Ryan DeVore
Director and Global Head of Private Wealth Management
+1 312 364 8149