The Williams Group is frequently asked to describe the families for which our work is most beneficial. Our families come in many varieties. As a small and highly specialized firm, we have the resources to respond to families with net worth in excess of $20 million up to the billion dollar range. The families we work with come in many varieties. They are often:

• In Turmoil...
  • Outright hostility and non-communication within their family
  • Parents & siblings fighting over roles/control of family assets
  • Inheriting generation spouses feeling "unheard", causing dissent
• Expressing Concern...
  • About substance abuse problems
  • Regarding lack of "readiness" of inheriting generation and spouse
  • Due to a sense of "Over-Entitlement" in heirs/spouses
• Seemingly "Adrift"...
  • Due to a sudden change (divorce, health, death, sale of company)
  • Because heir disconnects from family, business, or assets
  • With respect to philanthropic wishes vs. heirs and lifestyles

We work with families who:

• own closely held businesses, as well as those with equity and real property investments.
• want to empower their children to be wise stewards of family wealth
• want to work to retain the fruits of a lifetime of hard work
• want to identify shared values, develop family goals, and create a family mission

All families with whom we work have one characteristic in common: in spite of any difficulties, family members have the willingness to invest time, energy, and money into learning how to work as a team to preserve their wealth as a family blessing.