The Future of Estate Planning.
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What to Tell Children About Their Bequest.
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We help families of wealth prepare heirs TODAY to responsibly manage wealth TOMORROW.
Only one-third of families retain their assets and harmony post-wealth transition to the next generation. This means 70% of families fail post-estate transfer.
The Williams Group researched thousands of families post-estate transfer and offers a proven approach to successful wealth transition.
We Are Post-Transition Specialists:
- We prepare heir families for wealth and responsibility
- We assist estate planning professionals
- We mentor and coach heirs
- We train wealth advisors
- We speak on topics about family dynamics and successful wealth transfer in families of wealth
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
Post-Transition Planning is the "missing link" in estate planning!
PHASE 3
