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The Paterson/Rosamond Group

William Blair Private Wealth Management

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.

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

Understanding the Business Sale and Dividend Recapitalization Processes

What do family business owners need to know about their options for generating liquidity and managing the wealth created by liquidity events? Having a clear understanding of the process for completing a sale or a dividend recapitalization can help business owners accurately evaluate their options and fully capitalize on the opportunities they have created for themselves and their families. 

Gifting Appreciated Securities to a Donor-Advised Fund Program

An individual who is philanthropically inclined may find that contributing appreciated securities with long-term unrealized gains directly to a donor-advised program can be a tax-efficient way of giving.

Thinking Strategically About Charitable Giving

Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

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.

Contact form

1166 Avenue of the Americas, 20th Floor

New York, NY 10036
+1 212 237 2700 info@williamblair.com

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