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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2017 Tax Reference Guide | January 2017

William Blair Private Wealth released a 2017 Tax Reference Guide that summarizes tax obligations along with exemptions for 2017. The guide reflects the latest U.S. federal tax laws and may be subject to change during the year.

Learn more about the guide here

2016 Year-End Tax Planning – Post-Election Considerations for Investors | December 2016

We examine President-elect Trump’s proposed income tax and estate tax policies and discuss how they could influence high-net-worth investors’ 2016 year-end planning decisions.

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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

Education Financing | May 2016

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

Learn more about planning for education financing

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

Financial Guide to Settling the Affairs of a Loved One | April 2016

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

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

2015 Quick Reference Guide to Retirement Plans | August 2015

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

Pre- and Post-Transaction Planning Checklist | July 2015

When selling a business, owners often focus on closing the deal. An additional focus on personal wealth planning opportunities could result in significant savings on income, gift, and estate taxes.

Transaction Planning Checklist

Using a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes | July 2015

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

Using a Grantor Retained Annuity Trust (GRAT)

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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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