Speaker Series Event

Topic: Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club

Speaker: Roy Williams, Dean of Post-Transition Research & Planning, founder of The Williams Group, co-founder of The Institute for Preparing Heirs.

In every country and across virtually all cultures, 70% of families are seeing their legacy (and their family wealth) depleted or destroyed within three generations. Why is this problem so universal and what can be done about it? Nationally acclaimed speaker and author Roy Williams, founder of The Williams Group, has spent decades teaching families and their advisers the keys to a successful wealth transfer. 

Please join Orange County Advisors in Philanthropy (OCAiP) on February 10th from 11AM to 1:30PM at The Center Club in Costa Mesa, CA to discover how your clients can avoid joining the “70% Club” using philanthropy to engage the next generation. This is a rare opportunity to hear an industry expert in a client-friendly setting and is sure to spark additional client conversations. Consider using this as an opportunity to strengthen your existing client relationships by inviting them to be your guest and attend with you. Please join us!

The Center Club
650 Town Center Drive
Costa Mesa, CA

Networking: 11:00-11:30am
Program: 11:30am – 1:30pm
Parking is complimentary

Roy Williams
Roy Williams

Speaker: Roy Williams is the acknowledged Dean of Post-Transition 
Research and Planning. He is the founder of The Williams Group as well as the co-founder of The Institute for Preparing Heirs. In 1994, Roy completed 20 years and 2,500 family interviews studying why shirtsleeves-to-shirtsleeves was endemic in the world of wealth-transfer. In this same year, Roy also worked 
in conjunction with Professor Michael Morris, of the Miami of Ohio School of Business and 
completed the largest research project to date on family wealth-transfers, studying 750 
families, to determine why only one-third succeeded in retaining their wealth and family 
harmony into the next generation.

Roy was awarded a doctorate (honoris causae) in 1994 by the California School of Professional 
Psychology, the largest graduate school of professional psychology in the nation. The honor 
was given in recognition of Roy’s 30 years consulting with successful families on the crucial 
role of trust and communication and the transfer of wealth. He is a pioneer in the art of assisting high net worth families meet the challenges of transferring wealth from 
one generation to the next. Roy is also the author, or co-author, of five highly-acclaimed books on 
wealth-transition-related topics.

Roy was one of seven children. After high school, he enlisted in the Navy and served as a 
corpsman, attached to the Marine Corp. Following his honorable discharge, he enrolled in 
college as a pre-med major. But, after starting his own family while still in college, he gave up 
his goal of becoming a doctor and graduated from the University of the Pacific in 1963. He 
played tackle for the San Francisco 49ers until a serious injury forced him to retire from 
football. Roy and his wife, Diana, have been married for 55 years and have three sons, eight 
grandchildren, five great-grandchildren, and still counting.



The Heritage Institute’s Annual Meeting Week

OC AiP seeks to provide members information about education/training opportunities that are in alignment with the mission of OC AiP.

The Heritage Institute’s 11th Annual Meeting Week will be at the Wyndham Hotel – Avenue of the Arts, Orange County on January 26 – 30, 2015.

The Heritage Institute provides training, coaching and mentoring to professionals and non-profits on The Heritage Process which helps individuals and families discover what is truly important and to craft a vision to achieve those goals.  Heritage Design which includes philanthropic planning is the next step after doing good financial and estate planning, and it prepares the inheritors for what they are going to get BECAUSE we did good financial and estate planning.

Academies include: Principles of Heritage Design (2 days), Profitability & Collaborative Teams (2.5 days).

Annual Meeting Speakers: Rod Zeeb, Doug Carter, John Warnick and Courtney Pullen.

Annual Meeting Topic Discussions: 

  • How can our many “tribes,” interact locally, nationally and internationally to increase “the 10%” of successful multigenerational families?
  • Facilitating Family Meetings
  • Working with Family Coaches
  • Exercises for Family Meetings
  • Engaging New Clients (the enrolling Alignment Conversation)

If you desire to build a multi-generational client/donor base and go from success to significance with your clients/donors, this is for you. This may be the best investment you make in yourself and your practice/organization this year.

15% to 50% AiP Discount Available, Use membership code:  AIP

15% discount for Annual Meeting, OR if attending the whole week (attending either Principles of Heritage Design or Collaborative Teams &Profitability academies) receive 10% discount for the academy and then 50% discount for Annual Meeting. (Special membership code needed for Annual Meeting with this option.)

Any questions, please contact Lori Coonen at The Heritage Institute
Office:  920.462.4534


OCAIP Program Themes for 2015

February 10, 2015 - Speaker Series Event: Roy Williams, Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club

June 16, 2015 - Speaker Series Event, Understanding More About Giving Vehicles

October 13, 2015 - Speaker Series Event, Integrating Values and Goals into Overarching Wealth Management Plans


Recent Past Events

February 11, 2014 - Speaker Series Event: Laura Ferretti, Dr. Kathy Abels, Douglas Freeman, Lisa Fujimoto, Changing Lives – Advisors That Champion Education

February 25, 2014 - Roundtable Event Hosted By Bob Greenberg & Mark Rylance, Leading Advisor’s Roundtable Series Hosted by R.S. Crum: Getting it done – helping clients take action on their giving

June 17, 2014 - Speaker Series Event: Gerald Solomon, Max Gardner, Christina Altmayer, Marty Dutch, Donors Are Collaborating for Social Change – What Advisors Should Know

July 1, 2014 - Roundtable Event Hosted By Mark Van Mourick  The Optivest Model – Activating Giving Within a For-Profit Wealth Management Firm

September 30, 2014 – Leading Advisor’s Roundtable Series Hosted by Brown & Streza

October 21, 2014 - Speaker Series Event Developing Strategic Giving Plans and Mission Formation

December 10, 2014 – Leading Advisor’s Roundtable Series Hosted by OCCF