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We help families and family offices identify and navigate the myriad issues that come with having substantial wealth.
Bill advises families of significant wealth on best practices in family office and investment management across North America.
Previously, he served as head of ultra high net worth and family office business at Credit Suisse, and also oversaw an integrated investment advisory practice for families worth to $2 billion at Merrill Lynch’s private banking and investment group. He was a founding member of myCFO, an integrated wealth management and technology firm.
Bill has a master’s in accounting from New York University’s Stern Graduate School of Business and a BS in Economics from the University of California, Irvine.
The Global Family Office Group serves more than 1,000 families around the world, providing a wide range of financial, advisory, and educational resources to family offices of all sizes and complexity.