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Wealth Planning for Private Equity Professionals with William Blair

Wealth Planning for Private Equity Professionals with William Blair

This informative and interactive session covered important considerations for estate planning, tax efficiencies, and liquidity management that PE professionals should be aware of throughout their career and life paths. The presentation included strategies to consider, including portfolio management, credit facilities, and donor-advised funds.

Logo NAIC Amplifying Alts Forum 2026

September 29-30, 2026 | Washington D.C.

Join us in Washington, D.C. on September 29-30, 2026, where more than 350 influential general partners, limited partners, and industry leaders will gather to elevate manager performance, unlock new perspectives, and fuel what’s possible.

Amplifying Alts Forum 2026
Registration now open

September 29-30. 2026
Washington, D.C.