No one has contributed more to the deep understanding of how wealth can be successfully passed from one generation to the next than our Founder Roy O. Williams. Roy made his life’s work about bringing families closer together by strengthening bonds of trust and unity so family wealth brings value and benefit to the world and to future generations.
Our team of internationally recognized coaches adheres to the highest standards of ethics, integrity, and confidentiality. Each consultant brings specific skills that match a family’s needs, including individualized consulting to address the specialized needs of family members, including mentoring heirs for a family business or family foundation leadership.
As we look to our next 50 years, we will continue to strive to be the gold standard in transforming families of wealth to make the world a better place by building trust. If you would like to further examine or make use of our tools and services, I would welcome the opportunity to speak with you.
Director of Business Development and Social Media & Communications,
EA to the President & CEO
Joan brings over 10 years of experience assisting C-suite level executives. In addition to executive assistant skills and experience, Joan brings well-developed marketing skills, business development research, and social media management. Her colleagues speak very highly of her ability to be an excellent EA, event organizer, and team player while being kind, creative and calm.
Danielle joined The Williams Group in 2010 and is responsible for all accounting functions, including invoicing, and financial report preparation, forecasting, and cash flow. Born and raised in San Clemente, CA, Danielle earned her BA in Business Administration from Cal State Fullerton and is an Enrolled Agent with the IRS. Outside of the office, Danielle enjoys running, snowboarding, reading, playing the piano and beach life.