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Atlanta Wealth Management

William Blair Private Wealth Management

We serve a group of ultra-high-net-worth entrepreneurs, corporate executives, and their families with a high level of expertise and remarkable emphasis on service. Our team provides sophisticated, thoughtful, and comprehensive wealth management solutions tailored to fit the individual needs of each family.

As your outsourced chief investment officers, we are firm and product-agnostic in our approach. The capabilities and resources of William Blair enable us to complement any existing relationships and access the most efficient and cost-effective strategies from across the investable universe. We create a lasting experience with our clients, their families, and our communities by embodying our core beliefs of trust, service, and integrity.

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.

How COVID-19 Is Impacting Our Lives | Client Focus Q1 2020

Our new issue of Client Focus takes a special look at some of the ways the coronavirus pandemic is impacting our lives.

Inspiring Philanthropy Across Generations

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.

William Blair News

Economics Weekly: Managing Growth and Debt

In this Economics Weekly, we examine the vexed questions of debt, i.e., how this crisis has accelerated the underlying shift in how we think about it, and what policies keep debt sustainable and simultaneously grow our economies in a more equal and balanced manner.

Palantir Technologies Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Palantir Technologies Inc. (PLTR $25.64). Palantir provides data management and analytics software for government and commercial organizations.

Advantage Software Has Been Acquired by Simpli.fi

William Blair acted as the exclusive financial advisor to The Advantage Software Company, LLC, a portfolio company of Carousel Capital, in connection with its acquisition by Simpli.fi Holdings, Inc, a portfolio company of GTCR.

Contact form

3060 Peachtree Road NW
Suite 900
Atlanta, GA 30305
+1 855 821 9144 info@williamblair.com

Ready to start a conversation? Contact us today.