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Business Owners Focus

Turning Your Wealth Into Enduring Legacy

At William Blair, we recognize the importance of business owners working with their wealth advisors to turn all that hard work into an enduring financial legacy. Assembling a coordinated team of advisors is essential to achieving a coordinated approach to planning. There are many vehicles and methods that business owners can use to maximize impact, and each approach carries a unique set of advantages and disadvantages to consider.

  • How to Develop the Right Personal Wealth Strategy Before a Business Liquidity Event

    Time is your most valuable resource—the earlier you start wealth planning, the more opportunities you have.

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  • How Annual Lifetime Spending Affects Your Wealth

    Before you think about wealth-transfer or philanthropic opportunities, you must first determine your annual lifetime spending needs.

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  • Benefits of Personal Wealth Planning Before Selling Your Business

    Planning with your William Blair wealth advisor must begin far in advance of the business transaction to realize the greatest wealth benefits.

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  • How a GRAT Transfers Business Growth to Future Generations

    If you are a business owner interested in building a financial legacy, a grantor retained annuity trust (GRAT) may be very helpful.

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  • Comparing Charitable Giving Strategies

    There are many vehicles and strategies you can use to maximize the impact of your charitable donations.

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  • Navigating Your Way to the Next Level of Wealth

    The sale of a business or a recapitalization can often elevate an entrepreneur to a dramatically higher level of wealth.

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