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

Up Your Risk Management Game

The supply chain and inflation crises have forced most contractors to re-evaluate their risk mitigation efforts. How do you meet price and schedule targets in a time when both are, practically speaking, unmanageable? Watch Digging Deeper this week as Dennis emphasizes...

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All Leaders Have Flaws

There is no such thing as a perfect construction company, and while we know many great leaders, we have yet to discover the perfect one. What are three common leadership types in construction, and how do these types cast their long shadows over their companies? Please...

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Happy Thanksgiving

Be Thankful! Be Grateful! Enjoy your time with family and loved ones, and make new memories to cherish forever. May this Thanksgiving bring you the gifts of prosperity, joy, happiness and good health. We wish you a very happy, safe and a wonderful Thanksgiving Day.

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