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The Cutler Group

William Blair Private Wealth Management

The Cutler Group serves a select number of affluent individuals and families facing complexity in their financial lives. We strive to become intimately involved in our clients’ financial well-being, while maintaining the highest levels of integrity and accountability. Drawing on our combined 25 years of family office experience, we are able to coordinate trust and estate services, financial planning, and tax planning with asset management services to deliver a holistic financial and investment plan with
continuing oversight.

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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.

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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

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.

Changing Currents in Philanthropy

The Fall 2018 of Client Focus issue discusses how new strategies and new donors are reshaping charitable giving.

Understanding Blockchain as a Potential Disruptor

Blockchain and cryptocurrencies present countless possibilities for global commerce and also raise challenging questions for investors as a market disruptor. Our latest thought-leadership paper helps make sense of these technologies.

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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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600 info@williamblair.com

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