Private Wealth Management

As one of the last true global partnerships in the industry, William Blair combines the world-class investment resources of a global leader and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations.

Who We Are

Investors count on William Blair Private Wealth Management to activate their capital with purpose and precision. We do this by providing access to compelling investment opportunities and building customized portfolios that are fueled by our belief in the power of growth investing—and an investment process that has been refined over nearly nine decades. Where appropriate, we draw on and layer in a wide range of capabilities to craft a thoughtful wealth plan that delivers on the purpose of your capital.

Our Capabilities and Strategic Solutions

Our clients have a wide range of aspirations, opportunities, interests, and responsibilities. With that comes an equally complex number of issues that define wealth. We have the capabilities and strategic solutions to help. From philanthropy strategy and wealth planning to lending and alternative investments, we bring best practices, experience, and a deep subject matter expertise to the discussion.

Philanthropy Strategy

William Blair offers custom and personalized services to individuals, business owners and entrepreneurs, family offices, corporations, and nonprofits to establish and strengthen their philanthropic purpose.

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Wealth Planning

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?

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Pre-Liquidity Planning

Are you a company founder or family business owner considering the sale of your business? Looking to recapitalize through a round of growth funding or private equity investment? Expecting to sell private shares on the secondary markets?

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Family Office Solutions

Our experts in merchant banking, philanthropy strategy, financial planning, and corporate and executive services can help whether you have a family office, are considering establishing one, or need a la carte solutions.

Corporate and Executive Services

We work with entrepreneurs and executives to make informed decisions on cash flow planning, corporate share repurchases, fully paid lending, and securities-based lending.

Corporate Retirement Services

We can assist in implementation, day-to-day responsibilities, and fiduciary training of your defined-contribution, defined-benefit, and nonqualified plans.

Fully Paid Lending

Clients can potentially earn incremental income on securities they already own.

Securities-Based Lending

Using your eligible assets as collateral, you may be able to borrow against securities held in your account(s) at William Blair.

Non-Purpose Loans

We assist with the complexities of structuring and using your securities as collateral.

Cash Management

We help implement customized fixed-income portfolios as well as institutional money market funds that offer same-day settlement capabilities. William Blair’s Bank Deposit Sweep Program helps you manage cash in your William Blair accounts.

Trustee Services

A corporate trustee is an experienced trust administrator and is dedicated to ensuring that your wishes are executed as expressed in the trust agreement.

Consulting Services

Our Consulting Services team can assist with traditional and alternative investment management, asset allocation, and fiduciary services for retirement plans.

Merchant Banking

Our dedicated team provides proprietary access to numerous unique investment opportunities.

Investment Banking

William Blair’s investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives.

Investment Expertise

We employ a rigorous research process that aims to identify high-quality investments for our clients' portfolios.

Equity Research

Our award-winning equity research analysts work tirelessly to identify companies that can deliver superior investment returns for our clients.

Thought Leadership

We consistently publish long-form, in-depth perspectives from our team of experts.

Smart Wealth Planning Tips for Each Stage of Your Career

Take a moment to listen to William Blair’s Wealth Planning team and their practical suggestions for you or your family members who may be just starting out, building and accumulating wealth, or anticipating retirement. Regardless of where you are in your career, these recommendations, ranging from building a strong credit score and maximizing your Health Savings Account to having core estate planning documents in place can help set you up for a strong financial future.

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Your Wealth Journey

Here are practical financial suggestions to consider as you or your family anticipate life’s milestones. The major events in your life—from starting your career to becoming a parent to preparing for that first day of retirement—all present opportunities to take action toward your financial goals. We explore the financial implications of milestone life events and provide practical suggestions for each step of the way to enhance your wealth.

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