Today, families do not simply need a vehicle for managing wealth or investments. In an era of significant wealth transfer, leadership succession, and increasing global opportunity, families need a holistic system that integrates people, decisions, capital, opportunities, geography, and long-term objectives.
$124T expected to change hands in the U.S. through 2048.
Quality of life now shapes where families live and invest.
Families go direct: private deals, co-investments and their own ventures.
A second residency as the family's Plan B and a gateway to opportunity.
A digital-native generation, and AI, are changing how families decide and invest.
Source for trend 01: Cerulli Associates (2024).
JC is a cross-border adviser with more than two decades bridging the United States, Europe, Mexico and Latin America. He has built a career in business diplomacy, fiduciary advisory, and creative long-term thinking about wealth, investments, and global markets.
He is the founder of Williams Advisers International, an Austin-based boutique Private Office that acts as Chief of Staff for entrepreneurial families, helping them structure, govern, and grow generational wealth through Fiduciary Advisory, Human Capital development, Private Capital structuring and allocation, and Global Mobility and lifestyle strategy. He is also a licensed real estate professional in the State of Texas.
JC is a guest lecturer at the McCombs School of Business at The University of Texas at Austin, focusing on global business and technology, and supports the U.S. PropTech Council in its work with global startups shaping the future of real estate. He is a frequent keynote speaker and business coach on global real estate, cross-border investment and international strategy, a speaker at STEP Texas 2026 on cross-border real estate investment, and has served as a judge for international entrepreneur programs including Start-Up Chile and Startup Peru.
As a Foreign Commercial Officer at the U.S. Embassy in Mexico City, he advised U.S. technology firms on international market entry, foreign trade and regulatory strategy. He went on to advise companies expanding between the U.S. and Mexico alongside former U.S. Ambassador Antonio O. Garza. Next, he supported Latin American market entry for Lockheed Martin’s defense technology solutions, and helped shape a B2B strategy through market intelligence and senior client relationships for América Móvil, parent company of Telcel, Telmex, and Claro.
A dual national, JC grew up between Mexico City, San Diego and Los Angeles. He holds a Master’s in Management of Information Systems and Innovation from the London School of Economics, and a Postgraduate Diploma in International Business Management and a BA in Business Administration from ITAM in Mexico City.
Every family's plan touches more than one discipline. We work with a network of trusted firms and professionals across legal, financial, residency and mobility, real estate and design, and bring in the right specialist for the need at hand. These relationships are non-exclusive: we are not tied to any single firm, and we coordinate each partner's work as part of one plan.
Chief of Staff & Strategic Advisory Retainer. Every engagement is built around the family's needs.
Your complete Chief of Staff across all four pillars.
Core governance, planning and adviser coordination.
Focused support on the family's priority decisions.
Expert help for a specific project or decision.
Flat retainers. Full-Service can include deferred, performance-aligned compensation tied to capital events.
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