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Baltimore Wealth Management

William Blair Private Wealth Management

Our Baltimore-based team has formed William Blair’s first Private Wealth Management office in the Mid-Atlantic to serve a broad range of individuals, families, institutions, and companies with investment advice and wealth planning services. We proudly embrace the firm's mission to engage in our communities.

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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Our Journey to a Sustainable Future

William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities.

Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.

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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

COVID-19 Philanthropy Resources | April 2020

Our firm is dedicated to assisting our nonprofit clients with both their social and financial returns. We are also proud to partner with our philanthropically inclined clients to help them channel their support.

Coronavirus Federal Tax Relief | April 2020

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

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.

Private Wealth 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.

Contact form

100 International Drive, Suite 19000

Baltimore, MD 21202
+1 410 612 3750 info@williamblair.com

Ready to start a conversation? Contact us today.