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Ann Marie Williams

 

 

 

Executive summary

 

Ann Marie Williams has more than 20 years of big-firm experience, specializing in areas affecting ultrahigh net worth individuals, multigenerational wealthy families, corporate executives and closely held business owners. She has extensive experience in the areas of business succession planning, estate and financial planning, complex wealth transfer strategies, investments, insurance, retirement planning, multistate and cross-border tax planning, divorce, asset protection, and litigation support, as well as estate, trust, gift, generation skipping, business, private foundation, and individual income tax planning and preparation.

Williams practiced as an attorney during the early years of her career, but spent most of it working for global accounting firms. She is a frequent speaker on succession planning for business owners and topics relating to income, gift, generation skipping, trust and estate taxation. Williams also participates in the development and implementation of the firm’s strategies and initiatives, including activities that support industry, business and private wealth service goals. In addition, she is passionate about creating a culture of flexibility, diversity and inclusion within the firm, as well as optimizing client service and client expansion opportunities within the context of firm goals, business objectives and core values.

 

 

Professional qualifications and memberships

  • Bar admissions — Michigan, North Carolina
  • CPA — North Carolina (#25604)
  • AICPA Personal Financial Specialist
  • North Carolina Association of CPAs
  • Federal Bar Association
  • North Carolina Bar Association
  • Mecklenburg County Bar Association
  • Charlotte Estate Planning Council
  • Association of Corporate Growth
  • Association of Attorney-CPAs
  • Michigan Bar Association
  • Society of Trust and Estate Practitioners

 

Community involvement

  • Junior Achievement of the Central Carolina, Board Member
  • The Entrepreneurship Institute, Board Member
  • National League of Junior Cotillions, Advisory Board Member
  • Charlotte Chamber of Commerce
  • The Woman's Impact Fund
  • North Carolina Bar Association Planned Giving Committee
  • Habitat for Humanity
  • Special Olympics
  • Summit House
  • Reading for the Blind
  • IRS Volunteer Income Tax Assistance for the Hearing Impaired

 

Education

  • JD, Thomas M. Cooley Law School
  • MS, Professional Accountancy, Walsh College
  • BS, Accounting, Michigan State University
 
 

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