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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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.

Previously, contributions to 529 plans grew tax-free if the funds were used for qualified expenses related to college and other higher-educational institutions. Beginning in 2018, funds in 529 plans can also be used to pay for K-12 educational expenses, with an annual limit of $10,000 per beneficiary. Learn more about education financing.

Illinois taxpayers, both individuals and companies, can claim credits on their state income taxes for donations made to organizations that provide scholarships for students (grades K-12) from low- and middle-income families to attend private schools. The program is designed to improve families' access to educational options, and the associated 75% tax credit could be a significant financial benefit for donors.

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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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