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