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speaking williams group

We offer interactive programs for advisors and their client families, drawing from our decades of work to ensure the wealth transfer process protects family harmony.


“Looking Beyond the Money: How to Engage the NextGen, Differentiate Yourself, and Increase Assets Under Management” explores:

  • Core drivers behind the 70 percent failure rate in estate transfers and what happens in families when trust and communication breakdown.
  • How to ensure the governance structure is founded on family values.
  • Best practices for engaging the whole family.
  • Actions and tools to engage and connect in a more meaningful way with the children of your clients.

We pull back the curtain on what happens when your clients’ children don’t trust each other, and families don’t know how to talk about their money, and why you should care. Beyond business growth, advisors discover increased satisfaction from helping the inheriting generation become productive contributors to family unity. Leave with guidelines to reinforce key concepts and adapt to your client families.

Ideal for advisor meetings and conferences, this presentation will benefit all professional advisors who work with successful families.


“Will Wealth Unify or Divide Your Family?” explores the impact of family dynamics on successful wealth transfer and what you can do today to prepare your family. This talk benefits wealth creators, their families, and others interested in sustaining their legacies across generations.

Ideal for client appreciation events.

If you want us to speak at your next event, contact Joan at