Who We Are

For more than 50 years, we have been helping families answer the question, “How do I pass on this wealth so every member of the family and the business can thrive?” Our family consultants are uniquely trained experts in building and managing trust and communication so wealth can successfully pass from one generation to the next with family unity intact. We have served more than 800 high-net-worth families and their businesses across the US and Canada.

What We Do

Our goal is to create family unity. By working closely with your advisors, we provide the foundational competencies for managing trust, engaging in honest communication, and building alignment so your estate plans can be implemented as you intended. We have found that approximately 70 percent of estate transfers fail (meaning the family loses control of the assets and becomes divided), despite having excellent estate planning. We help you beat these odds by putting in place a strong foundation of family relationships.

 

Many families are tranquilized by their estate plans. They think that once their plan is in place, their work is done. As a result, they avoid having the important conversations needed to be confident their plans will be implemented as intended. Here's how we help families get past this common hurdle:

 

  1. We reveal the distrust in families that prohibits alignment, stalls progress, and puts wealth and families at risk.

  2. We provide the tools to answer the question, "How much do I give them, and when?"

  3. We instill confidence that the estate plan will be implemented as intended

  4. We prepare heirs to be contributors to the family, and the family business, while leading fulfilling lives.

  5. We align philanthropic goals with family values and roles to maximize the impact of giving.

 

 

 

 

 

 

 

 

 

 

 

Our families learn the essential skills to fortify strong relationships with each other and their advisors. Without a strong foundation of family relationships, it is unrealistic to expect estate planning to provide better opportunities for the next generation. We bridge the gap between your intention and the action required to prepare your heirs.

How We Do It                                                                       

We meet you where you are. Every family has unique dynamics that require a highly customized and adaptable approach. We know our work is done when a family successfully navigates challenging conversations on their own, and each person is excited about his or her future. Family members are able to have honest and open conversations on a regular basis and embody the skills that demonstrate high levels of trust. Families are able to work well together and have clarity regarding their roles and expectations in the family legacy. We include the entire family: spouses, grandparents, and children over the age of 16. We offer family meetings, one-on-one consulting, and family business consulting.

Our Three-Phase Process

The Williams Group Process™ involves three distinct phases:

 

1) Assessment and recommendations

2) Awareness and learning

3) Alignment and implementation

 

We customize all phases to meet families where they are today and empower them to accomplish their goals with sustainable practices.

Our Fees

We put you in the driver’s seat. We work on a meeting-by-meeting basis according to your family’s needs and as long as you are finding value. Our fees are a combination of a flat fee and an hourly billing structure.

Let's start a conversation.  Please call us to learn how we can help your family to prepare for tomorrow: 949-940-9140

 

 

Contact

555 N El Camino Real

Suite 375A

San Clemente, CA 92672

USA​

Tel: 949-940-9140​

info@thewilliamsgroup.org

© The content of this site is copyright-protected and property of The Williams Group

Subscribe Here to Receive Our Content