Our Coaching Process

How We Help Families Prepare For Post-Estate Transition Success


“There is no silver bullet. Our experience has shown that full family involvement in the estate planning discussion and coaching process produces the greatest benefits.”
                                  - Roy Williams, Founder and President, The Williams Group


Why leave to chance the future of those you hold most dear? Every successful family would benefit from coaching, regardless of whether your family falls within the 30% “successful” group that will most likely retain family assets and harmony after the estate transition to heirs, or the 70% most likely to falter.


Full Family Coaching Process

Full family coaching involves a series of meetings with the entire family (spouses, adult children and grandchildren) where new communication skills are learned and practiced together for the purpose of building trust and intergenerational harmony.


One Size Does Not Fit All

In his five decades of helping families with estate and wealth-transfer challenges, there is one thing of which Roy Williams is certain: Each family is completely unique and different, and has developed their own way of communicating with each other.  There is no "one-size-fits-all" solution, and each requires a variety of ways to address the breakdowns of trust and communication.  These needs and issues require our coaching teams to listen, coach, evaluate, and design a specific continuation, a post-transition estate process, enabling them to successfully bridge the family's heir-legacies...for generations to come.


Don't Leave Your Family's Future To Chance 

Does your family struggle with any of the following issues? If so, call our office to explore your options. 


Trust And Communication:

  • Lack trust and/or avoid honest communication. Lost in what we call “cordial hypocrisy” and unable to have honest and authentic expressions of concern or care

  • Inheriting generation spouses feeling “unheard”, causing dissent 

  • A sense of entitlement in heirs and their spouses

  • Quietly remaining distant from one another in order to avoid sensitive issues often over money or control

  • Separating personal life interests and making no visible effort to appreciate the values of family

  • Seemingly adrift due to a sudden change (divorce, health, death, sale of company)

  • Heir disconnect from the family or business, or philanthropic wishes


Family Wealth Mission:

  • Have no shared purpose for the family assets

  • Want to align their estate plan with the family’s wealth mission


Heir Preparedness And Family Leadership:

  • Rely upon trustees to manage the assets, and want to be able to monitor the actions of the trustees while learning to be good stewards

  • Want heirs to find their interests, passions, and future roles in order to lead a fulfilling and productive life

  • Parents and siblings fighting over roles and / or control of family assets