The Grant Private Client Group

William Blair Private Wealth Management

The Grant Private Client Group serves a select group of affluent individuals and families who face complexity in their financial lives. We develop long-term relationships with our clients and become intimately involved in crafting and coordinating strategic plans for their financial future. We work with a limited number of clients who value and desire these solutions in order to maintain the highest levels of integrity, accountability, and service.

The group offers comprehensive wealth management solutions with a dedicated team that includes a senior advisor, senior investment specialist, and senior financial planners. After a holistic evaluation, we combine our expertise in asset management with multiple disciplines including coordinating trust and estate services, financial planning, and tax planning to deliver a unified financial and investment plan with ongoing oversight.

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

Roth IRA Conversions - A Powerful Wealth Transfer Tool

Converting a traditional IRA to a Roth IRA can be an extremely effective wealth-transfer tool under the right circumstances. Learn about the factors to consider in deciding whether a Roth conversion makes sense for you.

Coronavirus Federal Tax Relief | April 2020

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

COVID-19 Philanthropy Resources | April 2020

Our firm is dedicated to assisting our nonprofit clients with both their social and financial returns. We are also proud to partner with our philanthropically inclined clients to help them channel their support.

William Blair News

Economics Weekly: Managing Growth and Debt

In this Economics Weekly, we examine the vexed questions of debt, i.e., how this crisis has accelerated the underlying shift in how we think about it, and what policies keep debt sustainable and simultaneously grow our economies in a more equal and balanced manner.

Palantir Technologies Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of Palantir Technologies Inc. (PLTR $25.64). Palantir provides data management and analytics software for government and commercial organizations.

Advantage Software Has Been Acquired by

William Blair acted as the exclusive financial advisor to The Advantage Software Company, LLC, a portfolio company of Carousel Capital, in connection with its acquisition by Holdings, Inc, a portfolio company of GTCR.

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

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