Thomasina Williams

If your goal is to create a lasting financial legacy for your family, you need to focus on more than the money. This session focuses on the missing piece of most people’s wealth management puzzle. Thomasina Williams illustrates why it’s imperative that you be as intentional in cultivating your family’s human capital as you are in growing your business and your financial capital. Drawing on her experience serving as a Strategic Thought Partner, Consultant and Coach to ultra-high net worth families, she will engage you in exploring ways of being, doing and knowing that will facilitate your family’s flourishing and create a legacy of generational success.

According to leading business authorities, nearly 65% of all small businesses in the U.S. will attempt to transition to the next generation of ownership within five years. However, statistics show that, without help, more than half will fail to survive and business owners will miss an opportunity to reap the benefits of a lifetime of hard work. Entertaining and informative, this presentation will provide practical techniques for increasing company value, financial security, family harmony and long-term sustainability – ensuring a return on investment when it really matters!