Events Information

Monthly Membership Meeting

March 03, 2015
7:15 AM to 9:00 AM
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Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091

Imagine a way of being of which you may have never heard?  Let us involve you deeper in the world of ontological coaches and how the Williams Group uses specialized teams in a unique process to prepare the heirs of successful families.  

Understand how you can “Open the Gate” to opportunity and work as a teammate and grow through developing possibilities with successful families as a trusted adviser.  Worthy of discussion? You bet. Be there! 

Roy Williams, Founder of the Williams Group And Co-Founder of the Institute for Preparing Heirs: Roy Williams is the acknowledged Dean of Post-Transition Research and Planning. He is a pioneer in the art of assisting high-net-worth families meet the challenges of transferring wealth from one generation to the next. Roy is the author, or co-author, of five highly-acclaimed books on wealth-transition-related topics.  

In 1995, Roy was privileged to speak before The House of Lords in London, and he has been quoted in The International Herald Tribune and The Financial Times, regarding his work in the wealth-transfer field. In 1994, he was awarded a doctorate (honoris causae) by the California School of Professional Psychology, the largest graduate school of professional psychology in the nation. The honor was given in recognition of Roy’s 30 years consulting with successful families on the crucial role of trust and communication and the transfer of wealth.  

In 1994, Roy completed 20 years and 2,500 family interviews, studying why shirtsleeves-to- shirtsleeves was endemic in the world of wealth-transfer. In this same year, Roy also worked in conjunction with Professor Michael Morris, of the Miami of Ohio School of Business and completed the largest research project to date on family wealth-transfers, studying 750 families, to determine why only one-third succeeded in retaining their wealth and family harmony into the next generation. 

As a result of his extensive research, Roy learned that the problems did not stem from failures of taxes, governance or preservation, but were instead the result of the breakdown of trust and communication within the family unit and heirs who were unprepared for financial responsibility. He realized that important elements were missing from the current approach to estate planning, and he developed The Williams Group Process™ to solve the problem of why transferring “maximum wealth” did not guarantee wealth or family harmony into the next generation. The process he established resulted in a step-by-step method to coach family members on the skills needed to transition their wealth successfully. Today, The Williams Group works with affluent families, greatly improving the success rate of their estate transitions.  

Roy was one of seven children. After high school, he enlisted in the Navy and served as a corpsman, attached to the Marine Corp. Following his honorable discharge, he enrolled in college as a pre-med major. But, after starting his own family while still in college, he gave up his goal of becoming a doctor and graduated from the University of the Pacific in 1963. He played tackle for the San Francisco 49ers until a serious injury forced him to retire from football.

Roy and his wife, Diana, have been married for 55 years and have three sons, eight grandchildren, five great-grandchildren, and still counting.

Dr. Robb Musgrave MBA, PhD. Of The Williams Group: Robb is a successful licensed financial adviser, working with select families.  He has been in business for 37 years running an independent niche firm in Australia.  He, with a partner, built a large city practice with a staff of 25 in Brisbane, working with other professional business advisory firms.

He then built a national broker dealer firm to being the third largest in Australia and sold it to an international financial institution in 2005.  He joined The Williams Group in 2014, working on preparing the business to prepare heirs for growth. 

Robb completed an MBA from Bond University Queensland in 1995. He completed a PhD from The International Management Centre graduating at Cambridge University Campus, UK in 2006. 

Robb’s family is involved in philanthropy through the Judith Musgrave Family Foundation with all four of his children being trustees.  He is a life-long action learner with a passion for helping people in generating living legacies. 

His book, When Success Isn’t Enough – How to Build a Living Legacy, was published in 2008.  Robb has written papers and articles for many publications and spoken at national and international conferences.  

Mark Percy, Philanthropic Coach for Family Team Building through Philanthropy: Mark divides his time between serving as Executive Director of Kay Family Foundation, a leading private foundation in Orange County, CA, and managing an independent, conflict-free philanthropic advisory firm, Next Generation Strategies, LLC.

He works closely with wealth holders to clarify their giving decisions in light of their core principals, values, and goals. The process enables them to realize greater meaning and satisfaction in their philanthropy, achieve greater impact, and if they desire, benefit their family through unified giving.

NGS does not provide financial or legal advice; however, it welcomes the chance to work with other advisors to clarify giving and charitable intent within an overall financial and estate planning process. 

Mark has served in many non-profit leadership capacities over the past two decades. He is a founding organizer and current member of the Orange County Chapter of Advisors in Philanthropy and is Chairman of its Education Committee. He is a Board member of Child S.H.A.R.E., which finds safe, loving and stable homes for abused children, and is a member of the Orange County Community Foundation's Veterans Services Initiative, which focuses on finding jobs for post-9/11 vets in OC.  

Mark received his BA from Stanford University, and MBA from Yale University. From 1986 to 2008 he held executive positions primarily in privately held firms—including president of a family business that strategically empowered US companies, including AT&T, Motorola, Westinghouse, and United Technologies, to expand business in emerging market economies. For four years he led the government business development initiatives of a Fortune 500 corporation. Other affiliations: C.S. Lewis Fellow (Washington DC - class of 1999), OC Master's Program graduate (2010), and active participant in the OC Barnabas Group since 2008.  

Kathy O'Connor/Listening Coach with The Williams Group: Kathy has an ability to “listen” and “be present” so individuals and families are open to develop trust and communication skills. She has a background in group communication and marriage preparation. Her compassion for others shines when working one on one or in groups.  

Her diverse background includes being an owner and manager of a timber moulding manufacturing plant in Australia, Presenter on creating passion in one’s life, and Chairperson for Butterfly Babies in Brisbane; raising money for the largest Research Center for Premi Babies in Australia. She also has done strategic work setting up Family Foundations in Australia.  

After studying at Washington State University she completed her Bachelor of Science degree in Psychology at Portland State University. Attending boarding school in Japan and spending half her life in Australia and the other half in the USA, gives her a broad and global outlook.  

Working closely with Roy Williams since February, 2014 gives Kathy a unique insight to The Williams Group Philosophy. Kathy is passionate about working as a listening coach and feels it is a life changing experience for the families.


$25.00 Guest

$0.00 Member

$0.00 Regrets