With his more than 33 years of experience with international private banking and investment management, Bill has developed a set of skills, value system and network that delivers reliable results across a full range of wealth advisory services. His passion and his focus is helping business owning families make and implement their plans for multi-generational success. Bill’s previous experiences included Global Head of Investment Advisory for Barclays Private Bank; and EMEA Head of Investment Advisory for Citibank Private Bank.