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Post-Transition Estate Planning

We exist to address the problem: 2/3 of all wealth transfers fail after transition!

The Williams Group has researched the causes of failure with 3,250 families and offers post-transition planning for families and professionals.

We Are Post-Transition Specialists:
  • We prepare heir families for wealth and responsibility
  • We assist other estate planning professionals
  • We mentor and coach heirs
  • We train financial professionals

Post-Transition Responsibility Includes:
  • Identifying family and personal values
  • Developing and fulfilling a family mission
  • Discovering, building and using individual talents
  • Strengthening family relationships
  • Learning to work with advisors

Prepare Heirs TODAY
to responsibly manage TOMORROW

Post-Transition Planning is the "missing link" in estate planning!

Book Cover
COMING SOON!
Our new book...
"Estate Planning for the Post-Transition Period"

"Estate Planning for the Post-Transition Period" is the first handbook that presents solutions for the current 70% failure rate (following
the transition).   Based on interviews with 3,250 families, new tools
to prepare heirs for wealth and responsibility are presented in a coherent and useful manner for use by advisory professionals and their clients.  Topics covered include how to develop a Family Mission Statement, and how to hold a family meeting, using philanthropy as a "stealth" training device, the unappreciated potential role for Family Offices, and even how/when Grandparents should be involved.

The text contains a number of practical appendices describing how to select a family coach, or a mentor for the emerging executive heirs, and simple 10 Question Checklists that allow you to evaluate whether or not your family is at risk.  The collection of tools, and the explanation of how to use those tools, is presented in simple and concise terms.  An absolute "must read" for the next generation of Estate Planners!

All Content Copyright © 2001-2008 The Williams Group

The Williams Group sole focus is on preparing upcoming generations and their families for personal success and family harmony. We do not offer estate planning services, provide tax or legal advice, sell insurance or provide investment advisory services. Those services are handled by the current advisors of our families, or other outside professional advisors as families may direct.