Clients with substantial wealth who may benefit from the services of a family office or those who are navigating the complex needs of a company and its executives or its corporate retirement plans turn to William Blair professionals for guidance and strategic solutions. Did you know that our firm’s capabilities include family office, corporate and executive, and corporate retirement services?
Family Office Solutions
Families of substantial wealth may benefit from the services of a family office or a suite of bespoke solutions for managing and coordinating complex situations. These may include wealth transfer, succession planning, family communications, accounting and administrative services, consolidated reporting, and the thoughtful stewardship of your unique legacy.
Corporate & Executive Services
If you are an entrepreneur or executive looking to make an informed decision about your equity compensation, employer stock holdings, concentrated positions, or unique liquidity needs, our Corporate & Executive Services team has the resources, experience, and expertise to help.
Corporate Retirement Services
Our Corporate Retirement Services team provides services and solutions to a broad spectrum of plan types and designs. It is important that you understand and fulfill your obligations as the plan’s fiduciary and, when necessary, look to outside professionals for their expertise on plan implementation, employee education, and more.