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For over four decades, The Williams Group has developed and refined a unique approach to post-transition planning. The Williams Group does not replace the services of legal, tax and other advisors; it complements those services.

Roy Williams and Vic Preisser have assembled a team of internationally recognized coaches on preparing families for the transfer of wealth. Authors of the definitive books on the subject (For Love & Money, Preparing Heirs, and Philanthropy, Heirs & Values), their teams are highly competent in working with high net work individuals and their advisors. Our team members adhere to the highest standards of ethics, integrity and confidentiality.

Roy and Vic have founded the tax-exempt Leadership Family Institute 501(c)3 for the purpose of research, and teaching heirs (and their families) how to successfully manage the responsibility of wealth while maintaining their own individuality.

More Who We Are:

Roy Williams
Vic Preisser
Some Williams Group Team Members


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