Private Wealth Management | William Blair

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 ... +$65 billioninclientassets 115 wealthadvisors 10 officelocations AsofDecember31,2021 Clientassetdisclosures IndividualsandFamilies CorporateExecutives FoundationsandNon-Profits Basedondetailedknowledgeofourclients,research-driveninvestmentinsight,andourfinancialadvisors’longtenurewiththefirm,wehelphigh-net-worthindividualsandfamiliesgrow,protect,andmanagetheirwealth. PortfolioManagement Ourfinancialadvisorsbuildcustomizedportfoliosthataredesignedaccordingtoeachclient’sobjectives,risktolerance,andtimeframe. Learnmore FinancialPlanning Weworkwithclientstocreatecomprehensivesolutionsthataddressthemultifacetedobjectivesofwealthmanagement. Learnmore InvestmentResearch Arigorousresearchprocessthataimstoidentifyhigh-qualityinvestmentsforourclients'portfolios. Learnmore RiskManagement Weconstructandmanageportfoliosthataredesignedtoachieveeachclient’sobjectiveswhilemitigatingtherisksposedbyrapidlyevolvingglobalmarkets. Learnmore InvestmentBanking WilliamBlair’sinvestmentbankershavedeepexperienceguidingfamily-ownedandfounder-ledbusinessesthroughthemanydecisionsinvolvedingrowingandsellingacompany. Learnmore FamilyOfficeSolutions Ourtoppriorityisunderstandingyourneedsanddeliveringtailoredsolutionsforthemanagementandcoordinationofcomplexsituations. Learnmore Weprovideexpertguidanceforcomplexissueswhileguidingentrepreneurs,businessowners,andcorporateexecutivesthroughthechallengesandopportunitiesinmanagingboththeirpersonalwealthandtheircompanies’finances. CorporateServices Weprovidestrategicadviceandseamlessexecutionofcorporatecashmanagement,sharerepurchaseprograms,employeestock-optionplans,andinvestmentbankingservices. Learnmore ExecutiveServices Wepartnerwithcorporateexecutivestonavigatethechallengesandcapitalizeontheopportunitiescreatedbyequity-basedcompensationandsecuritieslaws. Learnmore InvestmentBanking Ourinvestmentbankersare100percentcommittedtoyourorganization’ssustainedsuccess.Bydrawingonourdeepindustryandproductexperienceaswellasourdedicatedglobalresources,weprovideadvisoryandfinancingservicesthatallowyoutocapitalizeontoday’sopportunitiesandanticipatetomorrow’schallenges. Learnmore Asatrustedadvisortofoundationsandothernot-for-profits,weprovideinstitutional-caliberinvestmentmanagementandsupportbuiltonenduringrelationships. BuildingRelationships Byfosteringlong-termpartnershipswithorganizationsandtheirboardsandtrustees,westrivetodeliverinvestmentexpertisetohelporganizationsachievetheirmissionthroughallmarketconditions. InvestmentPolicyDevelopment Weworkcloselywithfoundations,endowments,andothernot-for-profitorganizationstocreateclearlydefinedguidelinesgoverningthemanagementoftheorganization’sassets. ResearchAnalysis Wehavearigorousresearchprocessthataimstoidentifyhigh-qualityinvestmentsforourclients'portfolios. RiskManagement Wetakeaproactiveapproachtotomorrow’schallenges. Learnmore FormCRSRelationshipSummary Viewourclientrelationshipsummaryandotherhelpfulinformation. Learnmore ForbesNames12WilliamBlairColleaguesto2022TopWomenWealthAdvisorsLists Friday,February4,2022 KimTysonChenevey,BarbaraCummings,EveEllis,JillArkwrightHarvey,LindseyHolton,LouiseLane,LauraLinger,CarletteMcMullan,SarahMercurio,JackieMoss,GeralynSullivan,andLindaSutkinwerenamedbest-in-statewomenwealthadvisorsbyForbes. Readmore FinancialPlanningNamesWilliamBlairAdvisorstoItsTop40Under40Lists Wednesday,February2,2022 DavidDreifuss,AndrewFeichter,andAndrewSimswerenamedtoFinancialPlanning’sTop40AdvisorsUnder40regionallist.DreifussandFeichteralsomadethemagazine’snationallist. Readmore FourWilliamBlairAdvisorsMake2021TopWorkingMotherList Tuesday,October12,2021 WorkingMothermagazinenamedWilliamBlair’sJillArkwrightHarvey,CarletteMcMullan,SarahMercurio,andJackieMosstoits2021TopWealthAdvisorMomslist. Readmore Seemorenews RyanDeVore Partner,Director&GlobalHeadofPrivateWealthManagement +13123648149 Viewprofile TeresaDevereux ManagingDirector,PrivateWealthManagementAdministration +13123648601 Viewprofile TylerGlover Partner,DirectorofWBConsultingServices +13123648654 Viewprofile BradGoodman DirectorofIntegratedSolutions +13123645172 Viewprofile ScottKrzeminski Partner,OperationsandRiskManagement +13123648600 Viewprofile KenLangston NationalSalesDirector,PrivateWealthManagement +13128017782 Viewprofile Areyousureyouwanttoleave? InformationcontainedontheinternetisnotsubjecttoWilliamBlair&Company'scontrolorreview,andmaynotbeaccurate. Fordisclosureinformation,pleasevisitwww.williamblair.com/disclosures Stayhere Yes,I'msure