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

2019 Tax Reference Guide

William Blair Private Wealth released a 2019 Tax Reference Guide that summarizes tax obligations along with exemptions for 2019.

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

Macro Themes Pushing Prices

Populism and central bank activities are pushing are pushing asset prices away from fundamental value, says Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, in this video.

Growth Opportunities for Own-Label Suppliers

Managing Director Michael Collinson writes about the growth opportunities for own-label suppliers for The Grocer.

Initiation of Research Coverage: Whole Foods Market, Inc. and Sprouts Farmers Market, Inc.

William Blair & Company initiated research coverage of Whole Foods Market, Inc. (WFM $30.98), the largest specialty retailer for natural and organic food in the United States, and Sprouts Farmers Market, Inc. (SFM $20.22), a food retailer that sells a wide selection of produce and natural and organic products at value prices.

Contact form

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

Ready to start a conversation? Contact us today.