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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

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.

Contact form

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.