Speaker Series – February 2015

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 event is finished.