The Sutkin Arkwright Harvey Group

William Blair Private Wealth Management

The Sutkin Arkwright Harvey Group, which led William Blair’s Private Wealth Management expansion into New York City, has deep cross-generational experience in wide-ranging areas of finance and is dedicated to excellence in the customized investment strategies it provides to individuals, families, not-for-profits, foundations, and endowments.

The team combines decades of investment experience with William Blair’s acclaimed equity research and vast wealth planning resources to deliver a superior customer experience with proven results. With communication as the foundation of the team’s process, its priority is to truly understand its clients’ needs and risk tolerance, a critical step in helping clients achieve their unique goals within their total financial picture.  

 

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THINKING 2021: Navigating the Path Ahead is a digital experience that keeps you up to date on the trends that matter most. Watch as experts from across William Blair discuss the accelerated adoption of technology, business opportunities, and the deglobalized environment as we approach a post-pandemic world.

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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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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Thought Leadership

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Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.

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Spouse Lifetime Access Trust

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.

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Our Latest News

Quentic Has Agreed to be Acquired by AMCS

William Blair acted as the exclusive financial advisor to Quentic, a portfolio company of One Peak, Morgan Stanley Expansion Capital, and High-Tech Gründerfonds, in connection with its pending sale to AMCS, a portfolio company of Insight, Clearlake, Highland Europe and Ireland Strategic Investment Fund.

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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