Lighthouse Wealth Management at William Blair is a full-service wealth management team. Originally formed to launch William Blair’s first Private Wealth Management office in the Mid-Atlantic, our team continues to grow to better serve our clients with additional professionals, services, and capabilities. Together, we work with a broad range of individuals, families, entrepreneurs, and nonprofits to offer investment advice and wealth planning services. We proudly embrace William Blair’s culture of putting clients first, its spirit of partnership, and its mission to engage in our communities. To learn more about our team, please contact LighthouseWealthManagementTeam@williamblair.com.
Lighthouse Wealth Management
William Blair Private Wealth Management
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Learn moreAbout William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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147 billion+
Client assets
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90 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of December 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Our Latest News
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smaXtec Has Agreed to be Acquired by KKR Growth and Highland Europe
William Blair acted as exclusive financial advisor to smaXtec, the world’s leading provider of bolus technology for the dairy industry and AI-powered dairy health management software, in connection with its pending sale to KKR Growth and Highland Europe.
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