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The PWM Management Team

William Blair Private Wealth Management

We empower colleagues, deliver client success, and engage in our communities—working continuously to promote, support, and grow the client-focused and exceptional professional culture of William Blair. Our teams and their clients have access to world-class resources, technology solutions, and deep intellectual research and thought leadership, bringing the very best of William Blair to their financial lives.

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.

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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