Boston Wealth Management

William Blair Private Wealth Management

The Boston Wealth Management team at William Blair serves multiple generations of families, entrepreneurs, and business owners with an emphasis on building enduring relationships and community partnerships. We also work with non-profits and corporations, specializing in the management of endowments, qualified plans, and cash reserves.

Our team takes an institutional approach to constructing customized investment strategies and portfolios and is committed to understanding our clients' goals and objectives. Our collective expertise in portfolio management is integrated with extensive wealth planning. We pride ourselves on delivering superior client service, providing our clients with direct access to all team members, and delivering disciplined investment outcomes, allowing us to become trusted, strategic partners with our clients.

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

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.

Philanthropy in an Age of Disruption

By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.

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.

Private Wealth News

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.

Lemonade, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Lemonade, Inc. (LMND $82.16), a digital-first insurance provider, offering both homeowners and renters insurance domestically and internationally.

Contact form

125 High Street
Oliver Street Tower, Suite 1901
Boston, MA 02110
+1 617 235 7500

Ready to start a conversation? Contact us today.