BILL BABB

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BILL BABB

Bill Babb is a family business consultant who has devoted his 31 year career to helping successful business owners sort through the intricacies of advanced wealth management. He takes great pride in keeping abreast of the rapidly changing world of finance and has a unique ability to dissect complex concepts and communicate them in a clear and concise way that family business owners appreciate.

Having worked with business owners and professionals from nearly every industry, Bill’s clients consistently praise him as “quarterback” for their team of legal, tax, and financial services advisors.

Bill has taught courses in the Duke University Executive Financial Planning Program, been quoted in The Wall Street Journal, Financial Planning magazine, and USA Today, and is a highly regarded speaker on the subjects of estate planning, charitable giving, and closely-held business transfer.

A native Californian, Bill received his degree in Finance from the University of California, Chico. He relocated to Cary, NC from Atlanta in 1996 and became the founding president of the Financial Planning Association – Triangle Chapter. Bill is married with one daughter.

Recent Posts

Attitude is Everything

While it might appear to be a hackneyed cliché, attitude IS contagious, and your attitude affects others as you come in contact with them. It’s not what happens to you that matters. It’s how you choose to respond that makes a difference, and that’s all about your...

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Tom Brady and Creative Destruction

Super Bowl 55 is in the books, but what if we turned the clock back to Tom Brady’s first Super Bowl in 2002? What can we learn about changes in the business world during that short 19 year period, and what conclusions may we draw? Most importantly, what are the...

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Today’s Estimate

The construction industry is facing a bit of a slowdown. Now that competition is tougher and there are fewer projects available, how do you play to win? For many contractors, the first tendency is to shave estimates unrealistically to win more work. But is this a...

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