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.

William Blair analysts Raju Prasad, Myles Minter, and Matt Larew describe the latest advancements in the biotech space and the companies leading the charge in just released Client Focus.

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs. The trustee of the trust is authorized to make distributions to the grantor’s spouse, during the spouse’s lifetime, should the need arise.

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.

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

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

Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

Converting a traditional IRA to a Roth IRA can be an extremely effective wealth-transfer tool under the right circumstances. Learn about the factors to consider in deciding whether a Roth conversion makes sense for you.

By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.

William Blair analysts Nick Heymann, Brian Drab, and Ryan Merkel weigh in on what the American Jobs Plans could mean for businesses and investments within the industrial infrastructure sector in the latest Client Focus.

President Biden has outlined the three pillars of the Build Back Better initiative: the American Rescue Plan (ARP), the American Jobs Plan (AJP), and the American Families Plan (AFP). These plans touch just about every corner of the U.S. economy.

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