Head of Global Family Office Group – North America
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
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,
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.