The Cultra Wealth Management Group

William Blair Private Wealth Management

The team is dedicated to understanding you, your goals and the purpose of your capital to build sophisticated, customized solutions for your family. Through our collective technical expertise in investment management and strategic wealth planning, we build enduring relationships with multiple generations of family wealth. We serve successful entrepreneurs, business owners and high net worth families as well as foundations and endowments.

In 2019, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's in its first-ever team rankings.

Disclosure: The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

Quarterly Commentary

Market Pressure Turns Fed’s Lump of Coal Into a Diamond in the First Quarter

View Q1 2019 Commentary

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A Differentiated Approach to Wealth Management

True strategic wealth management views each aspect of an investor's financial life as part of an integrated mosaic. Based on a thorough understanding of your financial objectives, we design and implement strategies that help you use your wealth to achieve the things you value most.

Learn more about the Cultra Wealth Management Group

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

Understanding the Business Sale and Dividend Recapitalization Processes

What do family business owners need to know about their options for generating liquidity and managing the wealth created by liquidity events? Having a clear understanding of the process for completing a sale or a dividend recapitalization can help business owners accurately evaluate their options and fully capitalize on the opportunities they have created for themselves and their families. 

Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

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

Change Healthcare Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Change Healthcare Inc. (CHNG $13.50), a leading, independent healthcare technology platform provider, offering data and analytics-driven solutions that help payers and providers improve outcomes (across clinical, financial, and patient-engagement domains) across the U.S. healthcare system.

Adaptive Biotechnologies Corporation: Initiation of Research Coverage

William Blair & Company initiated research coverage of Adaptive Biotechnologies Corporation (ADPT $38.01). Adaptive seeks to improve people’s lives by translating the scale and precision of its adaptive immune systems into products to help diagnose, treat, and monitor disease.

Economics Weekly: An Update on the Housing Market

In this week’s Economics Weekly, we are once again taking a snapshot of the current housing situation, with the conclusion that a continued moderate recovery in housing is still the base-case scenario.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600

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