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.
$65.6+
billion in client assets
123
wealth advisors
11
office locations
As of December 31, 2023
Client asset disclosures
How We Serve Clients
We focus on empowering you to activate your capital with purpose and precision by drawing on our global resources and rich heritage of uncovering growth investments—and by delivering access to these ideas through customized, integrated wealth management solutions that are singularly focused on your vision of success.
Based on detailed knowledge of our clients, research-driven investment insight, and our financial advisors’ long tenure with the firm, we help high-net-worth individuals and families grow, protect, and manage their wealth.
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Portfolio Management
Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.
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Financial Planning
We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.
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Investment Research
A rigorous research process that aims to identify high-quality investments for our clients' portfolios.
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Risk Management
We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.
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Investment Banking
William Blair’s investment bankers have deep experience guiding family-owned and founder-led businesses through the many decisions involved in growing and selling a company.
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Family Office Solutions
Our top priority is understanding your needs and delivering tailored solutions for the management and coordination of complex situations.
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We provide expert guidance for complex issues while guiding entrepreneurs, business owners, and corporate executives through the challenges and opportunities in managing both their personal wealth and their companies’ finances.
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Corporate Services
We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.
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Executive Services
We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.
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Investment Banking
Our investment bankers are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated global resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges.
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As a trusted advisor to foundations and other not-for-profits, we provide institutional-caliber investment management and support built on enduring relationships.
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Building Relationships
By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment expertise to help organizations achieve their mission through all market conditions.
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Investment Policy Development
We work closely with foundations, endowments, and other not-for-profit organizations to create clearly defined guidelines governing the management of the organization’s assets.
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Research Analysis
We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios.
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Risk Management
We take a proactive approach to tomorrow’s challenges.
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.
Smart Wealth Planning Tips for Each Stage of Your Career: Early Career Professionals
Managing your budget and credit, saving and investing, and understanding your company benefits are critical to building a sound financial future.
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Smart Wealth Planning Tips for Each Stage of Your Career: Mid-Career Professionals
Take full advantage of retirement savings vehicles during this phase of your career while you are juggling expenses and building wealth.
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Smart Wealth Planning Tips for Each Stage of Your Career: Late Career Professionals
Often your highest earning years, now is the time to evaluate your current financial plan and plans for retirement.
Watch the videoYour 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.
How Can We Help You?
Our advisors create portfolios by building relationships with our clients. Through continuous dialogue between you and your advisor, we provide customized wealth management built on our expertise and your needs.
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Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
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Form CRS Relationship Summary
View our client relationship summary and other helpful information.
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Recent Private Wealth News
Forbes Ranks 20 William Blair Wealth Management Teams Best in State
Forbes magazine ranked 20 William Blair wealth management teams best-in-state in its list released January 9.
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1935 Wealth Management Team and The Cultra Wealth Management Group Named to Forbes 2023 America’s Top Wealth Management Teams List
Forbes magazine listed 1935 Wealth Management Team and The Cultra Wealth Management Group to its America’s Top Wealth Management teams list released November 7.
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Forbes Ranks Five William Blair Wealth Advisors to its 2023 Top Next Generation Wealth Advisors
Forbes magazine recently named William Blair’s Matt Clark, David Dreifuss, Andrew Feichter, Max Kaplan, and Dan Maude to its 2023 Top “Next-Gen” Wealth Advisors Best-In-State list published August 8.
Read moreClient Focus
Consumers May Expect More Return to Normalcy
Coming off a season of better-than-expected holiday spending, consumers can utilize recent pricing trends and consumption patterns to think about the state of the broader economy and plan their savings and spending.
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Client Focus
Economy Hits Cruising Altitude, But Beware of Bumps
In 2023, the global economy defied widespread expectations of a recession and falling interest rates.
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Client Focus
The Goods You Buy Are Being Packaged Differently. Why That Matters to Consumers
You might not have noticed it in your day-to-day life, but the world of consumer products is changing.
Read Client Focus article
Client Focus
YWCA Breedlove Accelerator Program Motivating a Socially Conscious Consumer
YWCA Metropolitan Chicago, one of William Blair’s Global Community Partners, impacts tens of thousands of women and families annually through comprehensive human services.
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Client Focus
New Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan
Bid farewell to old spending habits and welcome in some savvy ways to save.
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Meet Our Leaders
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For disclosure information, please visit www.williamblair.com/disclosures