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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.

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THINKING: COVID-19 Perspectives is a digital experience that highlights the impacts, challenges, and learnings from the coronavirus. Hear from experts across William Blair as they discuss the latest market trends reshaping our global economy during these unprecedented times, all from the safety of their own homes.

Watch now

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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

Beam Therapeutics Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Beam Therapeutics Inc. (BEAM $19.01), a gene-editing company focused on developing innovative, precision medicines for serious diseases using the company’s proprietary base editing technology.

Poseida Therapeutics, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Poseida Therapeutics, Inc. (PSTX $12.98), a clinical-stage company focused on the development of genetically engineered T-cell therapies for the treatment of cancer and gene therapies for the treatment of rare genetic diseases.

Economics Weekly: Gold Bull-ions

In this Economics Weekly, we discuss gold and what might be the reasons behind its recent price surge.

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100 International Drive, Suite 19000

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

Ready to start a conversation? Contact us today.