Private Wealth Resources

Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.

Our investment managers, research analysts, and wealth planners produce a broad array of educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.

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Asset Allocation: Your Biggest Investment Decision | August 2017

Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. Developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios are important factors to your success.

Learn more about Asset Allocation

Avoid the Most Common Mistakes in Estate Planning | July 2017

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.

More about estate planning mistakes

Life After Employee Benefits | March 2017

In addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.

Learn more about preparing for retirement and life after employee benefits 

Financial Guide to Settling the Affairs of a Loved One | February 2017

William Blair’s financial guide to “Settling the Affairs of a Loved One” is now available, providing a step-by-step outline of the tasks you will need to take to ensure your loved one’s financial affairs are properly settled.

View Settling the Affairs of a Loved One

Education Financing | February 2017

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

Learn more about planning for education financing

Quick Reference Guide to Retirement Plans | February 2017

Understanding the nuances between retirement plans can be challenging.  William Blair’s 2015 Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions,  and accessibility.

More about understanding retirement plans

Private Wealth Legislative Updates | February 2017

Your source for information about how developments in Washington, D.C., are affecting the tax and investment landscape for high-net-worth individuals and families.

Read the most recent updates here

Preserving Family Wealth: Before, During, and After Marriage | June 2016

Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. We examine strategies for preserving wealth and harmony across generations. 

View Preserving Family Wealth Before, During, and After Marriage

Estate Planning Checklist | May 2016

Estate planning is a method for determining how to distribute your property during your life and at your death. William Blair published an organizer to help facilitate the process.

More about our estate planning checklist

Building Your Financial Strategy | August 2015

Planning for an entire lifetime of decisions can seem like a daunting task. Navigating this process, however, becomes much more manageable when you realize that one's financial life typically occurs over four phases.

More about building your financial strategy

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Private Wealth Updates

William Blair produces educational and timely communications on a variety of wealth management topics of interest to individuals and families at all generational stages of life, philanthropic foundations, and not-for-profit organizations.



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