Wealth Planning provides you with a comprehensive view of your financial resources, opportunities, and risks and guides you through the complex and interrelated decisions of managing your wealth.
Our Capabilities: Wealth Planning
Questions to Consider
What do you want to accomplish with your wealth?
Are you preparing for retirement?
Do you have an education financing plan in place for your children or grandchildren?
What do you want to accomplish with your wealth? Whether your goal is to fund your retirement plan, create a secure future for your children or grandchildren, or make a difference with your philanthropic giving, effective wealth management requires careful planning.
Our Wealth Planning Services professionals have deep expertise across multiple disciplines. They partner with you and your advisors to evaluate, design, and implement your wealth management plan as you build, preserve, or transfer your wealth. The team focuses on practical, actionable, and strategic solutions - bringing experience, best practices, and an understanding of the multiple factors that impact your wealth.
Did You Know?
Wealth Planning at William Blair helps clients with:
- Estate and multi-generational planning
- Planning for retirement and financial independence
- Insurance and risk review/management
- Education financing
- Asset allocation analysis
- Income tax and estate tax minimization strategies
- Philanthropy planning
- Debt management and cash flow planning
Client Story
Our client was preparing to sell her closely held business and turned to our wealth planning team for advice. Mindful that the historically high estate tax exemption is sunsetting in 2025, the team modeled multiple scenarios and worked closely with the client’s William Blair wealth advisor and attorneys to provide guidance on tax and estate planning strategies to assist in her decision-making. Implementing wealth transfer strategies in the near term with assets that would appreciate before the sale resulted in significant tax savings. The client opted to contribute to a donor-advised fund (DAF) and established a grantor retained annuity trust (GRAT) and a spousal lifetime access trust (SLAT). Ultimately, our client achieved each of her stated goals; she maintained her current standard of living, made a substantial contribution to fund her charitable causes, minimized her income tax and reduced her projected estate tax by half, and increased assets set to pass to her heirs by nearly a third.
Resources
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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Roth IRA Conversions: What They Mean For Shareholders
A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
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Estate Planning Checklist
Estate planning is a method for determining how to distribute your property during your life and at your death. William Blair published an organizer to help facilitate the process.
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