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.

Understanding the nuances between retirement plans can be challenging. William Blair's 2021 Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

The “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which was passed into law in December 2019, introduced substantial updates to longstanding retirement account rules. One of the most notable changes was the elimination (with some exceptions) of the ‘stretch’ provision for non-spouse beneficiaries of Inherited IRA accounts.

The arrival of COVID-19 vaccines, President Biden’s economic plan, and hopes for consumer spending to return to more normal levels raise the prospect for strong economic expansion in 2021, says William Blair analyst Richard de Chazal in Client Focus.

Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how you allocate your wealth across different asset classes.

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.

William Blair's tax reference guide for income earned in 2021 and tax returns filed in 2022 is now available.

Given the uncertainties created by the coronavirus pandemic and changes in the U.S. political landscape, now is a good time for high-net-worth individuals, families, philanthropists, and business owners to evaluate their tax and estate plans so they are best positioned for the long-term outlook. With that in mind, William Blair’s updated planning guide highlights 10 key strategies to help you meet your financial and wealth-transfer goals.

Client Focus features outlooks from William Blair analysts on key sectors to watch in 2021 and an update on COVID-19 vaccines from the head of our biotech equity research team.

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.

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.

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