Williams Advisers International is an Austin-based boutique Private Office that partners with entrepreneurial families to structure, govern, and grow generational wealth.
AUSTIN, TEXAS · UNITED STATES · EUROPE · LATIN AMERICA
Discover WAI →expected to change hands in the U.S. through 2048
of family businesses survive into the second generation
endure into the third generation
Sources: Cerulli Associates (2024); family-business succession research.
Entrepreneurial families carry real complexity, yet they are underserved by mass-market advisers and often overlooked by private banks that prioritize the ultra-wealthy.
Tax, estate, business and liquidity decisions that retail advisers don't address.
Lawyers, accountants, bankers and brokers who rarely work from one plan.
Heirs to prepare, assets to transfer and family values to preserve.
They need a quarterback and a Chief of Staff, not a salesperson.
Founders and owners structuring, protecting and passing on what they've built.
Next-gen leaders preparing to steward the family enterprise or launch their own ventures.
Families with ties across borders who want access, mobility and a Plan B.
Typically, Boomer, Gen X and Millennial families with $3M–$25M in net worth. We work in English and Spanish.
Your Chief of Staff coordinates every pillar, adviser and decision, so your whole Private Office works as one plan.
“At its core, a Private Office is not simply about managing what a family owns. It is about integrating how a family thinks, decides, lives, invests, operates, and builds across generations.”
A modern Private Office is the family's central command center: one integrated platform designed to simplify complexity, preserve legacy, and build generational prosperity.
Williams Advisers InternationalPrivate-office service sized for entrepreneurial families.
Wealth, next-gen leadership and lifestyle as one plan.
U.S., Europe and Latin America, in English and Spanish.
Flat retainers, with performance-aligned options.