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  • Hugo Scott-Gall

    View the biography for Hugo Scott-Gall, Partner, Portfolio Manager, Co-Director of Research.

  • Manny Hodzic

    View biography for Manny Hodzic, Vice President, Wealth Advisor.

  • Sarah Tobolski

    View biography for Sarah Tobolski, senior associate II, investments.

  • Madison Warren| William Blair

    View biography for Madison Warren, sustainability integration lead.

  • Tyler Glover

    View biography for Tyler Glover, Partner, Managing Director, Private Wealth Management Consulting Services.

  • David Adams

    View biography for David Adams, Partner, Director of Strategy for William Blair Investment Management.

  • Ashley P. McGuinness

    View biography for Ashley P. McGuinness, senior manager, business management.

  • Michael Pezzuto

    View biography for Michael Pezzuto, senior wealth planner II.

  • Ken Langston

    View biography for Ken Langston, Partner, Managing Director, Private Wealth Management Branch Leadership.

  • 2025 Wealth Planning and Philanthropy Strategies

    Last year’s election results have set the stage for significant changes in tax legislation. We explore several strategies you might consider to help you meet your financial, wealth-transfer, and philanthropic goals.

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