Riverside Wealth Advisors

William Blair Private Wealth Management

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.

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.

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.

Pre- and Post-Transaction Planning Checklist

When selling a business, owners often focus on closing the deal. An additional focus on personal wealth planning opportunities could result in significant savings on income, gift, and estate taxes.

William Blair News

Fattmerchant Has Been Recapitalized by Greater Sum Ventures

William Blair acted as exclusive financial advisor to Fattmerchant in connection with its recapitalization by Greater Sum Ventures.

GCM Grosvenor Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of GCM Grosvenor Inc. (GCMG $9.60). GCM Grosvenor is a global alternative asset management solutions provider, primarily for institutional investors, operating through two business segments: Private Markets and Absolute Return strategies.

SOC Telemed, Inc.: Initiation of Research Coverage

William Blair & Company initiated research coverage of SOC Telemed, Inc. (TLMD $8.15), one of the industry’s largest providers of telehealth solutions for the acute-care marketplace. The company focuses on three primary specialties, teleneurology, telepsychiatry, and teleICU, and has partnerships with approximately 850 facilities across the United States, including 18 of the top 25 acute-care chains in the country.

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The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
+1 312 236 1600

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