M&A and Succession Planning
The Williams Consulting Group will work directly with the RIAs & broker dealer as the advisors advocate. We will consult with their teams to customize a transition re-papering plan that caters to an advisor's unique book of business while minimizing business disruptions. We are compensated through your transition package, so your payouts are not negatively affected by our involvement.
TIFIN AG
TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops. Unify data through integrations with leading CRM and WealthTech providers. Organize and enrich your data against 3rd party data providers of demographic, financial, and relational datasets.
