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William Blair Private Wealth Management
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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
1,950+
Employees worldwide
143 billion+
Client assets
89 Years
Independent and employee-owned
20+
Offices worldwide
~650
Companies under coverage
As of June 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
Risk: Understanding and Managing an Inevitable Part of Investing
Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
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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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College Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
Read moreOur Latest News
Farsound Has Agreed to be Acquired by Onex
William Blair, in conjunction with its Asian affiliate, BDA Partners, acted as exclusive financial advisors to Farsound Aviation Limited, a portfolio company of AGIC Capital, in connection with its pending sale to Onex Partners Opportunities Fund.
Read moreWilliam Blair Initiates Coverage of Five Companies in the Energy and Sustainability Industry
William Blair initiated research coverage of GE Vernova Inc. (GEV $185.55), Tesla, Inc. (TSLA $209.29), First Solar, Inc. (FSLR $235.42), Enphase Energy, Inc. (ENPH $122.53), and SolarEdge Technologies, Inc. (SEDG $25.69).
Read moreM2S Group Has Acquired Iconex Labels
William Blair acted as financial advisor to M2S Group, a portfolio company of Wynnchurch Capital, L.P., in connection with its acquisition of Iconex’s Label Solutions Business, a portfolio company of Altas Holdings.
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