BILL BABB

Home » About Us » Our Team » Bill Babb

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.

Why Won’t Employees Just CHANGE?

Change is the only constant in business and life! But why do organizations so often get it wrong? Leaders hope that employees will simply embrace the change initiatives thrust upon them, but that approach hardly ever works. Watch our blog this week as...

read more

BUSYNESS is a Substitute for Performance!

Being over-scheduled and over-committed is a part of entrepreneurial culture. And while it may seem logical that long hours equate to more output, being perpetually busy isn't good for business - it can actually decrease productivity and lead to burnout....

read more

Download Our Free Resource: Top 10 Reasons Contractors SUCCEED

Insert your email address and download our free resource.

Thank you! Please check your inbox for your free resource.