Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
Thinking Strategically About Charitable Giving
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
Read moreAsset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
Read moreInspiring Philanthropy Across Generations
Conversations with the next generation about philanthropy shouldn’t be a one-way street. It’s important to encourage your children and grandchildren to ask questions, get involved, and express their own ideas about what philanthropy means to them.
Read moreBest Financial Practices for College Students
Learn the basics of managing your finances so you are set up to succeed after graduation.
Read more529 Plan Account Rollovers to Roth IRAs
529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.
Read moreKeeping Your Financial Information Secure – And Steps to Take if You Have Been Hacked
As the world becomes more digitally connected, cybersecurity risks will keep rising.
Read moreDid You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services
Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?
Read moreSpousal 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.
Read moreAvoid the Most Common Mistakes in Estate Planning
Estate planning is all about your legacy. A well-planned estate plan is one that meets your goals and avoids unnecessary costs, delays, and conflicts.
Read moreClient Focus: Resilient Responses to Turbulent Markets
Our latest edition explores the history of market volatility, strategic solutions for wealth planning, and how William Blair remains a trusted advisor for clients.
Read Client FocusBusiness Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
Learn moreYour Wealth Journey
Here are practical financial suggestions to consider as you or your family anticipate life’s milestones.
The major events in your life—from starting your career to becoming a parent to preparing for that first day of retirement—all present opportunities to take action toward your financial goals. We explore the financial implications of milestone life events and provide practical suggestions for each step of the way to enhance your wealth.