Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
The Unique Challenges of Pre-Liquidity Planning in 2024 (and 2025)
Pre-liquidity planning in 2024 will be anything but dull. Find out what business owners on the cusp of a liquidity event should know—and how they should prepare.
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Did You Know? Philanthropy, Planning, and Pre-Liquidity Capabilities
From philanthropy strategy and wealth planning to lending and alternative investments, William Blair brings best practices, experiences, and a deep subject matter expertise to the discussion.
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Education Financing
Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.
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State Residency Changes: Tax Implications and Rules
This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.
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The 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.
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New Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan
Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.
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Smart Wealth Planning Tips for Each Stage of Your Career: Early Career Professionals
Managing your budget and credit, saving and investing, and understanding your company benefits are critical to building a sound financial future.
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Smart Wealth Planning Tips for Each Stage of Your Career: Mid-Career Professionals
Take full advantage of retirement savings vehicles during this phase of your career while you are juggling expenses and building wealth.
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Smart Wealth Planning Tips for Each Stage of Your Career: Late Career Professionals
Often your highest earning years, now is the time to evaluate your current financial plan and plans for retirement.
Watch the videoClient Focus: Advancing Across Industries
This edition highlights female-led and -focused initiatives by our colleagues and community partners, showcasing how diverse perspectives can help us advance across industries together.
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Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
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Your 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.
