The Williams Group

Business Services · California, United States · 11-50 Employees

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Overview

Headquarters

555 N El Camino Real Ste 375A, San Cleme...

Phone Number

(949) 940-9140

Revenue

<$5 Million

Industry

Business Services Project Management

About The Williams Group

The Williams Group specializes in estate planning, focusing on helping families strengthen relationships, motivate future generations, and preserve their family legacy. They offer a variety of services, including family coaching, succession planning, and the NextGen Leaders Institute, aimed at enabling families to navigate wealth transitions successfully. With over 60 years of experience, they have assisted more than 1200 families and businesses across the U.S. and Canada. Their mission is to foster trust and communication within families to ensure that both their relationships and wealth can thrive for future generations.Explore more
The Williams Group's Social MediaSIC Code 87,874NAICS Code 54,541Show more

The Williams Group Org Chart

PhoneEmail
RM
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Vice President

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LS
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Licensed Sales Producer & Manager, Office

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Compare Similar Companies to The Williams Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Williams Group

<$5M
11-50
Private
-
1980
RM
Rich MaysVice President
<$5M
1-10
Private
-
2012
JR
Joseph RosarioPartner and Wealth Advisor
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
11-50
Private
-
1967
TH
Teresa HowardChief Operating Officer
Illustration of an envelope

The Williams Group Tech Stack

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Frequently Asked Questions Regarding The Williams Group

What is The Williams Group's official website?
The Williams Group's official website is www.thewilliamsgroup.org
What is The Williams Group's Revenue?
The Williams Group's revenue is <$5 Million
What is The Williams Group's SIC code?
The Williams Group's SIC: 87,874
What is The Williams Group's NAICS code?
The Williams Group's NAICS: 54,541
How many employees does The Williams Group have?
The Williams Group has 11-50 employees
What industry does The Williams Group belong to?
The Williams Group is in the industry of: Business Services, Project Management
What is The Williams Group competition?
The Williams Group top competitors include: Legacy Planning Partners, Shoreline Financial Partners, Bay Harbor Wealth Management
What technology does The Williams Group use?
Some of the popular technologies that The Williams Group uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact The Williams Group?
The Williams Group contact info: Phone number: (949) 940-9140 Website: www.thewilliamsgroup.org
What does The Williams Group do?

The Williams Group specializes in estate planning, focusing on helping families strengthen relationships, motivate future generations, and preserve their family legacy. They offer a variety of services, including family coaching, succession planning, and the NextGen Leaders Institute, aimed at enabling families to navigate wealth transitions succes... sfully. With over 60 years of experience, they have assisted more than 1200 families and businesses across the U.S. and Canada. Their mission is to foster trust and communication within families to ensure that both their relationships and wealth can thrive for future generations.Read More

What are The Williams Group social media links?
The Williams Group Linkedin page The Williams Group Twitter page The Williams Group Facebook page
Is The Williams Group a public company?
The Williams Group is private company therefore does not currently have an official ticker symbol
See more information about The Williams Group

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