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Roy Williams is the acknowledged Dean of Post-Transition Research and Planning. He is a pioneer in the art of assisting high-net-worth families meet the challenges of transferring wealth from one generation to the next. He is the author, or co-author, of five highly acclaimed books on wealth transition-related topics. In 1994, Roy completed 20 years’ research of 2,500 family interviews, studying why shirtsleeves-to- shirtsleeves was endemic in the world of wealth-transfer. In this same year, Roy also worked in conjunction with Professor Michael Morris, of the Miami of Ohio School of Business, and completed the largest research project to date on family wealth-transfers, studying 750 families, to determine why only one-third succeeded in retaining their wealth into the next generation.
