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William Blair Private Wealth Management
Our Team
PWM Professional Resources
About 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.*
1935
Year William Blair was founded
1,900+
Employees worldwide
149 billion+
Client assets
89 Years
Independent and employee-owned
20+
Offices worldwide
~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
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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Asset 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.
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529 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 moreOur Latest News
Aeronix Technologies Group Has Been Acquired by Tinicum
William Blair acted as the lead financial advisor to Aeronix Technologies Group, a portfolio company of ShoreView Industries in connection with its sale to Tinicum.
Read moreUpstream Bio, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Upstream Bio, Inc. (UPB $24.76), which is developing the differentiated TSLP receptor antibody verekitug for multiple inflammatory pulmonary diseases, including asthma and COPD.
Read moreWilliam Blair Expands Equity Capital Markets Team, Adding Ilya Blanter in New York as Head of Equity-Linked Capital Markets
William Blair announced today the expansion of its Equity Capital Markets investment banking team with the addition of veteran investment banker Ilya Blanter.
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