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150 North Wealth Advisors

William Blair Private Wealth Management

Louise, Jim, David, Laura-Min, Drew, and Joe want to inspire all capital to have impact. With over 150 years of collective and relevant experience, our team— Louise, Jim, David, Laura-Min, Drew, and Joe—feels privileged to be advising a variety of clients, including family offices, public and private corporate executives, and tax exempt entities. Every client has a unique perspective on the purpose of their capital, and we tailor our services to fulfill that purpose. We do this primarily through investing, wealth planning, philanthropic advice, and sustainable impact strategies. This process is always an interesting journey, so let's get started on it together.

Thinking | William Blair

William Blair THINKING: Navigating the Path Ahead is a firm wide thought-leadership video series providing perspective on the latest market trends reshaping the future of our global economy.

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About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

Thought Leadership

2020 Tax Reference Guide | January 2020

William Blair's 2020 Tax Reference Guide provides the latest information on tax obligations and exemptions for income earned in 2020 and tax returns filed in 2021.

College Was Awesome. Now What?

College graduation marks the start of a career with new responsibilities and decisions. William Blair's private wealth advisory, College Was Awesome. Now What?, provides a handy checklist for the recent college graduate.

Thinking Strategically About Charitable Giving

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

William Blair News

William Blair Adds Veteran Investment Banker Scott Paton to Financial Sponsors Team

Scott Paton joins a global team of 20 financial sponsor coverage and advisory professionals to continue their strong momentum and leadership in the private equity market.

Economics Weekly: What the Financial Markets Are Telling Us About the Elections

In this Economics Weekly, we look at the current betting odds from the bookies, futures contracts on expected volatility, and the recent performance of the equity market and its underlying sectors.

Unity Software Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Unity Software Inc. (U $99.11), the leading provider of low-code/no-code tools to develop interactive, real-time, and 3-D games.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600 info@williamblair.com

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