Private Wealth Management
William Blair private wealth management financial advisor Tom Wilson shared the story of his more than three decades at the firm in a feature in Barron’s.
Wilson is part of the 1935 Wealth Management team, which was ranked No. 74 on Barron’s list of top wealth management teams.
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Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreUnderstanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
Read moreIn addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
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