How we help families plan, make decisions, and prepare the next generation.
Every family is a small institution. We help you design how it is organized, who decides what, and how the next generation is prepared to lead.
A written framework for the family's values, decision rights, family meetings and how conflicts are resolved.
Coordinating how operating businesses, real estate and investments are held — with your legal and tax advisors.
An independent view across your managers, custodians and accounts, so the whole picture is clear.
Aligning wills, trusts and succession plans with the family charter and your attorneys' work.
Working with your CPA and insurance specialists so structures, cash flow and risk coverage stay aligned.
Philanthropy strategy that reflects the family's values — and brings the next generation into the conversation.
We map the family, its assets, its advisors and the decisions ahead.
We draft the charter, the structure and a written roadmap for the family.
As Chief of Staff, we lead execution with your attorneys, CPAs and managers.
Annual family meetings keep the plan current as the family and markets change.
Every engagement is built around the family's needs. Four ways to work together:
An ongoing Chief of Staff across all three pillars, coordinating every advisor and decision.
Core governance, structure and advisor coordination for families establishing their Private Office.
Part-time Chief of Staff support for defined priorities and recurring family decisions.
Day-rate advisory for a specific decision, transaction or family meeting.
Disclosure: Williams Advisers International (“WAI”) does not provide investment, legal, tax, immigration, or financial advice, or offer or solicit the purchase or sale of any security or investment.