LOYAL, STRATEGIC, DRIVEN.
Over a career spanning three decades, Bill has come to understand the value of building the best possible approaches to communicating. This has translated into an optimistic approach to addressing the greatest challenges confronting his clients and a constant focus on driving to the desired outcome.
Bill has assisted countless family enterprises and private company business owners, giving him a wealth of business and executive management experience. He has successfully led several private companies and practices, and delivered many complex transformation programs. Bill has a reputation for taking an active, hands-on facilitation approach designed to remove the barriers that commonly affect successful transitions.
He has worked closely with many owners, C-level leaders, families, boards and management teams in helping design and implement approaches that deliver meaningful and sustained outcomes for high-net-worth/business families and other privately-owned businesses. Bill has held CEO/President positions, led Family Enterprise Serves and Value Creation practices, and held a host of other executive positions. He has also been the national co-lead of an award-recognized Women in Leadership program.
Bill also has extensive experience in leading, advising and coaching individuals, teams and families in many critical areas including: conflict resolution and management of change cycles, wealth/business transition and communication planning, owner and organization alignment, family and business board planning, merger and acquisition synergy, and culture assessment/definition.
Bill holds the Family Enterprise Advisor (FEA) designation and has been certified and accredited as a coach with the International Coach Federation (ICF).
FIELDS OF EXPERTISE
- Family governance
- Private and family business planning
- Succession and transition planning
- Next generation development and engagement strategies
- Conflict and dispute resolution
- Business strategy
- Family and business board planning
- Individual, team, family coaching
- Extensive experience in building effective and impactful communications
- Diversity, equity and inclusion planning in family/private businesses
- Family Enterprise Advisor, 2019
- Family Enterprise Advanced Education Program, Kellogg School of Management, Northwestern University
- ACC, CPCC Certified Executive Coach, International Coaches Federation, 2013
- BComm, DeGroote School of Business, McMaster University, 1990
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Running your family office
The management and oversight of a family office requires a range of different skillsets similar to the support system of any business. At Richter, we offer a range of C-Suite level services supported by a solid infrastructure to handle operation, finance and reporting of your family office.
THE RICHTER APP: YOUR VIRTUAL FAMILY OFFICE
Your virtual family office allows you and your key advisors to see all the details of your financial affairs in one secure place, and can be updated in real time, from anywhere.