The Riverside Wealth Advisors team at William Blair serves high-networth
individuals, families, and private foundations. With only our clients'
best interests in mind, we work to make sure their financial, charitable,
and generational aspirations are attained. Preparing future generations
to be good stewards of wealth and active participants in their community
is often important to the families we serve. Through a structured family
governance and communication process, we help our clients share their
vision, passing their culture and values down to future generations so that
their legacy endures.
A critical part of our work is to manage and curate our clients' wealth. With
a comprehensive view and clear process, our team works with your other
external advisors, managers, and institutions to simplify and consolidate
your investments and reporting structure. We create customized
investment strategies for the asset allocation, location, purpose, and
objective of each client’s goals. As your strategic partner, the Riverside
team is here to provide the resources of our global firm and to offer the
most effective solutions to our clients' complex needs.