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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • Private Wealth Management

    Trump Accounts — What Families Need to Know in 2026

    As of March 2026, full guidance has not been released and details/implementation strategy may be subject to change.

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  • Equity Research

    The Multi-Billion Dollar Price Tag of U.S. Rare Earth Independence

    As geopolitical risks rise, the U.S. is pouring capital into building a domestic rare earth supply chain—an effort with massive costs, tight timelines, and significant investment implications.

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  • Equity Research

    Economics Weekly: Wobbles in Private Debt Market

    One topic we have increasingly been receiving questions on over the last few weeks has been private credit, and in this Economics Weekly, we address concerns about whether recent emerging issues in the space pose a systemic threat to the banking system and the wider economy.

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  • How Do I Sell My Business…or Complete a Dividend Recapitalization Process?

    We have outlined below a brief “business for sale” process, followed by dividend recapitalization information built by the expertise of professionals at William Blair.

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  • How to Develop the Right Personal Wealth Strategy Before a Business Liquidity Event

    Time is your most valuable resource—the earlier you start wealth planning, the more opportunities you have.

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  • Liquidity: Personal Questions to Consider

    There are many ways for entrepreneurs and executives to generate liquidity from the high-growth businesses they have built.

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  • What to Consider When Deciding to Sell or Recapitalize Your Business

    You may be considering selling your business or recapitalizing to realize greater wealth or increase liquidity. But which approach will work best for you?

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  • How Personal Wealth Planning Aligns with the Business Sale Process

    If you as a business owner are going through the process of selling your business or completing a dividend recapitalization, your advisor will have experience guiding you through the process of developing a plan for managing the liquidity generated.

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  • Comparing Charitable Giving Strategies

    There are many vehicles and strategies you can use to maximize the impact of your charitable donations.

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  • Side-by-Side Comparison of Business Sale and Dividend Recap Processes

    Each approach carries a unique set of pros and cons; understanding both is critical to the process of gaining liquidity.

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  • How Annual Lifetime Spending Affects Your Wealth

    Before you think about wealth-transfer or philanthropic opportunities, you must first determine your annual lifetime spending needs.

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  • How a GRAT Transfers Business Growth to Future Generations

    If you are a business owner interested in building a financial legacy, a grantor retained annuity trust (GRAT) may be very helpful.

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  • Liquidity: Financial Questions to Consider

    If you are considering a liquidity event, it is time to ask yourself some important financial questions.

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  • Equity Research

    How Continuous Glucose Monitoring Could Expand, Reaching Millions More People with Type 2 Diabetes

    A largely untapped type 2 diabetes population could reshape the future of continuous glucose monitoring, creating a $4 billion opportunity.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures