Williams Jones Wealth Management: Building Wealth and Legacies for Multi-Generational Families

Williams Jones Wealth Management: Building Wealth for Generations

In the fast-paced world of finance, where firms come and go, Williams Jones Wealth Management stands out for its impressive track record of serving multi-generational families. With 36 years in the independent space, this New York City-based firm has built a loyal client base that spans generations.

Director of financial planning, Emily Smith, was drawn to the firm five years ago by its reputation for client retention. “It wasn’t just the low turnover of employees, but the low turnover of clients,” she explains. “I was amazed to learn that some families have been with the firm for four generations. It speaks volumes about our level of service and investment offerings.”

One key to Williams Jones’ success is its focus on the next generation. Smith highlights the importance of guiding younger clients in building their wealth and planning for the future. From solid investment portfolios to estate planning and charitable giving, the firm helps clients navigate the complexities of wealth management.

“We love working with the next generation,” Smith says. “There’s a lot of building and creating that goes on, as they are still shaping their financial futures.”

At the core of Williams Jones’ approach is personalized investment management. Smith and her team craft customized portfolios for clients, tailored to their individual goals and risk tolerance. They also provide a wealth management wrapper, offering comprehensive financial planning services to address all aspects of their clients’ financial lives.

The firm’s success is also attributed to its network of top-tier professionals, including accountants and attorneys who collaborate closely with the team. This external support, combined with internal resources from parent company Focus Financial Partners Inc., ensures that clients receive the best possible advice and service.

With a diverse client base ranging from $15 million to $100 million in net worth, Williams Jones caters to high-net-worth individuals who are building their wealth. Smith’s role involves not only creating and updating financial plans for clients but also developing wealth management content and expanding the firm’s financial planning team.

As Director of Financial Planning, Smith is committed to ensuring that clients receive top-notch service and guidance in all aspects of their financial lives. With a focus on building wealth for generations to come, Williams Jones Wealth Management continues to set the standard for excellence in the industry.

Name: Emily Smith
Position: Director of Financial Planning
Company: Williams Jones Wealth Management
Founded: 1988
AUM: $11 billion