The DiMeglio Lane Team
William Blair Private Wealth Management
Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
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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.*
1935
Year William Blair was founded
1,850+
Employees worldwide
142 billion+
Client assets
89 Years
Independent and employee-owned
20+
Offices worldwide
~650
Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
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.
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Using a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
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The 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreOur Latest News
Duomed Has Entered Into Exclusive Negotiations to be Acquired by Palex
William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreTT medic has Agreed to Partner with Trill Impact
William Blair acted as the exclusive financial advisor to TT medic GmbH and its shareholders in connection with entering a partnership with Trill Impact.
Read moreFirst Advantage Corporation: Initiation of Research Coverage
William Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
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