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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

How COVID-19 Is Impacting Our Lives | Client Focus Q1 2020

Our new issue of Client Focus takes a special look at some of the ways the coronavirus pandemic is impacting our lives.

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.

Inspiring Philanthropy Across Generations

For philanthropic families, charitable giving is more than just a way to strengthen their communities and support causes that are dear to their hearts. Philanthropy is a central part of the family’s mission, values, and legacy.

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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