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.

We publish resources here for you to access, or you may choose to receive an e-mail notification when a new publication has been released.  Click here to subscribe.

A new program established under the sweeping Tax Cuts and Jobs Act of 2017 has created opportunity zones, which offer significant tax breaks to individuals and companies who invest in these selected urban and rural areas that meet income or poverty thresholds.

As your child begins college, a gap year program, or study abroad, there are three important documents he or she should have in place that will allow you to help in the event of an emergency or other circumstances. Those documents are a HIPPA release; durable power of attorney for healthcare; and durable power of attorney for property. This is particularly important this year given concerns about COVID-19.

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.

This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.

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.

William Blair client Walsh Construction and its transformation of McCormick Place into a COVID care facility featured. William Blair analysts also share insights on the rapid shift to a digital world amid the COVID-19 pandemic and the latest on virus testing.

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.

College graduation marks the start of a career with new responsibilities and decisions. William Blair's private wealth advisory, College Was Awesome. Now What?, provides a handy checklist for the recent college graduate.

A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.

Report cover

Applying for College Financial Aid

What you need to know about applying for financial aid and enhancing your family’s aid eligibility.

Applying for College Financial Aid

 1 2 3 4 5  

News Alerts

Stay connected to your favorite William Blair publications and news features.



Subscribe Now