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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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.

Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

What do family business owners need to know about their options for generating liquidity and managing the wealth created by liquidity events? Having a clear understanding of the process for completing a sale or a dividend recapitalization can help business owners accurately evaluate their options and fully capitalize on the opportunities they have created for themselves and their families. 

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.

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.

Understanding the nuances between retirement plans can be challenging.  William Blair’s 2018 Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions,  and accessibility.

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

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.

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

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

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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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