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

Is Stress Always Bad?

This week’s vlog is another counterintuitive one and, thankfully, the last in a very short series. If we’re brutally honest with ourselves, we must admit that construction is a very stressful industry. There is unrelenting pressure to get jobs done on time and on...

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Is Pessimism Good for You?

Let’s start with a caveat: Pessimism should probably NOT be your default setting if you want to be successful in the construction business. Cockeyed optimists like Wayne might dismiss or rebel at the idea that pessimism can be a positive. Isn’t it a drag on creativity...

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