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The Fischer Team

William Blair Private Wealth Management

We are the Fischer Team, eight investment professionals committed to serving the financial needs of our individual, family, and institutional clients by providing highly customized wealth and investment management services and a comprehensive suite of family office offerings. We use our collective 100-plus years of industry experience and the deep resources of William Blair to deliver unbiased advice and excellent service to help enable our clients to achieve their long-term goals.

Currently, we manage over $3 billion in client assets (as of December 31, 2018). Our services and portfolios are deeply personalized and tailored to meet the specific needs of our clients. We make direct investments across asset classes and geographies, use third parties where appropriate, and employ both active and passive strategies.

Quarterly Commentary

What just happened? We began the year fairly optimistic about the prospects for 2020.

Read our Q1 2020 commentary

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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.

Opportunity Zones

A new program established under the sweeping Tax Cuts and Jobs Act of 2017 has created opportunity zones, which offer significant tax breaks to individuals and companies who invest in these selected urban and rural areas that meet income or poverty thresholds.

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.

William Blair 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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