How Can William Blair & Company Help You?

Proprietary money management is William Blair & Company’s core competency. For our high-net-worth investing clients, we make use of our global institutional platform of investment products, with the integration of key groups of experts–including financial planning, corporate and executive services, mutual funds, and private capital–in addition to the network of outside money managers in a flexible architecture format.

The flexibility we offer allows us to tailor financial solutions to the specific needs of our clients. Decisions are driven by our clients' objectives and William Blair & Company's unwavering dedication to helping our clients succeed. Our commitment to performance and superior service is the hallmark of our relationship with private clients.

Wealth Management

Financial Planning

• Estate Planning
• Income Tax Planning
• Investment Planning
• Retirement Planning
• Consolidated Financial Statements
• Insurance & Risk Management
• Education Funding
• Employee Stock Option Strategies
• Equity Risk Management Strategies

Private Client Advisors
Executive Services

• Option Exercise
• Restricted Stock: Rule 144
• SEC Rule 10b5-1
• Single Stock Risk Management

Mutual Funds
Open Architecture Investment Services
Private Capital

• Alternative Investments – Equity
• Alternative Investments – Debt

Important Disclosure

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