We believe that our experience and integrity, combined with our access to the vast resources of William Blair, form the cornerstone of our client relationships. Our goal is to thoughtfully assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies. Through our disciplined financial planning process, we help clients develop customized strategies that can help them pursue their most important financial goals.
The Paterson/Rosamond Group
William Blair Private Wealth Management
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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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
Read moreUsing a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreOur Latest News
Atmos Has Been Acquired by Insight Equity
William Blair acted as exclusive financial advisor to Atmos Technologies (Atmos) in connection with its sale to Insight Equity (Insight). The transaction signed on February 9, 2024 and closed on March 7, 2024.
Read moreTexthelp Has Agreed to Merge with N2Y
William Blair acted as the exclusive financial advisor to Texthelp, a Five Arrows portfolio company, in connection with the company’s pending merger with N2Y. The transaction was signed on March 22, 2024 and is expected to close in April 2024.
Read moreNeurogene Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Neurogene Inc. (NGNE $45.06), a genetic medicine company focused on the development of AAV-based therapies for the treatment of rare neurological diseases.
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