The Elkins Team

William Blair Private Wealth Management

Trust is paramount. We take to heart and understand that money is an important and sensitive asset, and we work hard to maintain our clients’ trust. Our team approach gives us breadth and depth. We bring different perspectives, levels of experience, and energy to our clients. We can neither predict the market nor guarantee superior investment returns, but we can control the level of customer service we provide our clients, and we strive to excel in this regard. We take our jobs seriously and are always available for our clients. No question is too trivial, no problem too small. Direct and easy access to the individuals who manage your money is a critical element of client relationships, and we pride ourselves on always being available for 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

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.

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

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.

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

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