BILL BABB

Home » About Us » Our Team » Bill BabbPage 3

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

10 Things I Learned Over My Business Career

This week’s vlog is very special indeed as Dennis offers his FINAL video message. Yes, after a long and illustrious career including 21 years helping The Family Business Institute grow and prosper, Dennis is hanging it up for good. Reflecting on a most productive and...

read more

Goal Achievement and Unanticipated Consequences

We’ve been saying for years that goal setting for your business is critical to your long term success. Because he is an authentic example, Dennis set a very specific goal in 2023: to become the #1 tennis player in the USA in his age group. That’s a BHAG: a big, hairy,...

read more

One Key to Inspiring Employee Loyalty

According to a recent LinkedIn poll, there is one employer tactic that could inspire increased loyalty among 94% of your employees! WOW! What is this behavior, and how can you maximize the benefit for your people and your company? Please tune in this week as Wayne...

read more