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Spotify podcast “Drive with Jim Farley” talks with Tom Brady about how being really wealthy is the hardest thing about raising kids. We hear this too often with our clients.

At the Williams group, our 55 years have taught us the relationship is the conversation. We teach families to manage trust and communication so their relationships can withstand the pressure of great wealth and they can build a family mission and values.

We work with advisors to retain the next generation of their clients by focusing on heir preparedness. We do not manage money, we teach families the skills needed to transition their wealth and maintain family unity.