Roy Williams - Getting Your Family to Open Up

The Williams Group prepares affluent families and heirs for successful wealth transitions. Roy will be talking about the 70% failure rate of estate plans and the steps high-net worth and ultra-high net worth families must take to reduce or eliminate this tragedy. It is all addressed within the family.

Questions Answered: 

1. What is the most significant change you see in families after they have worked with The Williams Group? 

2. Is it difficult to get families to open up and be transparent? 

3. Why has the 70% failure rate continued for (2,000 years - i.e. the Prodigal son) when we have top professional lawyers, estate planners and financial advisors?

Contact Info: 

Website: www.thewilliamsgroup.org

Email: roy@thewilliamsgroup.org

Bonus Material: 

Roy has written five books and co-authored two books which are available on Amazon:Preparing Heirs - Five Steps to a Successful Transition of Family Wealth and Values andPhilanthropy Heirs & Values - How Successful Families Are Using Philanthropy To Prepare Their Heirs For PostTransitionResponsibilities. On The Williams Group website: www.thewilliamsgroup.org you can obtain more information and we recommend you take our 10 Question Quiz to see if your family is prepared.Our phone # is 949-940-9140.

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