Our Baltimore-based team has formed William Blair’s first Private Wealth Management office in the Mid-Atlantic to serve a broad range of individuals, families, institutions, and companies with investment advice and wealth planning services. We proudly embrace the firm's mission to engage in our communities.
Baltimore Wealth Management
William Blair Private Wealth Management
Quarterly Investment Commentary
View our Q1 2024 Global Market Review and Outlook.
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Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
Go to William Blair ThinkingOur Journey to a Sustainable Future
William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities. Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.
Learn moreAbout 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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
Read moreUsing a Grantor Retained Annuity Trust (GRAT) for Wealth Transfer Purposes
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
Read moreThe 2024 Tax Reference Guide is Now Available
William Blair's tax reference guide for income earned in 2024 and tax returns filed in 2025 is now available.
Read moreOur Latest News
William Blair Expands Private Wealth Management Team in Philadelphia With Three Veteran Advisors
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management.
Read moreUL Solutions Inc.: Initiation of Research Coverage
William Blair initiated research coverage of UL Solutions Inc. (ULS $35.40), a leading global provider of testing, inspection, and certification (TIC) services and related software and advisory solutions.
Read moreNordic Capital Has Made a Strategic Investment in One Inc
William Blair acted as the exclusive financial advisor to Nordic Capital in connection with its strategic investment in One Inc, a portfolio company of Great Hill Partners.
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