TRAINING

The Williams Group focuses on preparing heirs by educating and coaching families on building trust and communication. The Williams Group Family Readiness Assessment™ method is an important educational tool to help create unity and prepare families for wealth succession. By using this system, we bring families closer together by creating higher levels of trust and fostering more honest communication. 

This in-depth assessment involves all family members and more fully assesses your entire family’s readiness for estate transition. This assessment tool is based upon the findings of our family research that identified the critical areas within a family that underlie 95% of post-estate transition failures:

  • A breakdown within the family of communication and trust (60%)

  • Heirs unprepared to manage and unwilling to be held accountable (25%)

  • Lack of an agreed upon family wealth mission (10%)


This Assessment is anonymous and is taken by all family members, including spouses, and adult children and grandchildren. This Assessment provides the family with a baseline for the family’s current odds of post-transition success. This baseline is a comparison to the 2,500 families in The Williams Group research. It can be compared against future assessment results to measure progress.  

 

Below is an example of a family's survey results before and after consulting.

Contact

555 N El Camino Real

Suite 375A

San Clemente, CA 92672

USA​

Tel: 949-940-9140​

info@thewilliamsgroup.org

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