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The Hoban Gleason Team

William Blair Private Wealth Management

Our team is focused on providing a well-rounded and holistic path to financial security and success. Our two portfolio managers, wealth planner, relationship manager, client relationship associate, and sales associate work in an integrated, proactive fashion to provide the highest level of client satisfaction. We have a long and successful history of working with high-net-worth families, corporate executives, entrepreneurs, endowments, and foundations. Each client’s needs are different, and our team is built to deliver customized solutions that fit your long-term goals.  

Strong, tax-efficient, and risk-adjusted investment returns are paramount, of course. Equally important are your plans for your family’s financial future, retirement planning, and philanthropic goals. Our team of experienced professionals will help you develop your unique plan and execute that vision while delivering exceptional client service. We will communicate our progress toward your plan and will work to ensure your understanding of how all these important pieces fit together.

Putting our clients’ needs first underlies every aspect of the decisions that affect our wealth management relationships. We know and embrace our firm’s time-tested approach: “If our clients succeed, our success will follow.”

 

Thinking | William Blair

THINKING 2021: Navigating the Path Ahead is a digital experience that keeps you up to date on the trends that matter most. Watch as experts from across William Blair discuss the accelerated adoption of technology, business opportunities, and the deglobalized environment as we approach a post-pandemic world.

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Our Journey to a Sustainable Future

William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities.

Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.

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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

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

Genstar Capital To Acquire Majority Stake In Vector Solutions

William Blair acted as the lead financial advisor to Vector Solutions, a portfolio company of Golden Gate Capital, in connection with its pending majority investment from Genstar Capital.

Economics Weekly: What Are Policymakers Playing At?

In this week’s Economics Weekly, we outline the Fed’s—and the Biden administration’s—strategy about the economic recovery, and why they are attempting to run it hot.

Connect America Has Agreed to Acquire Philips Aging and Caregiving

William Blair acted as exclusive financial advisor to Connect America, a portfolio company of Rockbridge Growth Equity (Rockbridge), in connection with the pending acquisition and financing of Philips Aging and Caregiving.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600 info@williamblair.com

Ready to start a conversation? Contact us today.