Rick is Managing Director of Williams Advisory Partners, LLC. He has a breadth of experience as an executive and board director for technology companies including medical technology, software, and financial services. Rick is a nationally published thought leader. Rick is past President of the Harvard Business School Association of Boston. He was a management consultant with the global consulting firm Arthur D. Little, Inc. He is a physics graduate of the University of Pennsylvania. Rick’s soon to be published book entitled Create the Future – for your company and yourself is a “how to field guide” for leaders who want to think creatively about where to take their organization. www.WilliamsAdvisoryPartners.com

Hosted by Calvert and The St. Paul’s Schools, this event will provide thought-provoking conversation about philanthropic priorities and planning across generations. Leaving a legacy through one’s estate plans is truly gratifying, especially if it includes multiple generations. Since every family has its own distinct perspective on philanthropy, it is essential to learn the variety of approaches families may consider. Pierre and Rick will discuss why it is important for you to engage your family across all generations and regularly across the years for more effective wealth transfer and philanthropy. Everyone realizes that creating tax savings through philanthropy within estate plans is paramount. But there are other factors to consider including family values perceptions, emotional sensitivities, and timing. Family engagement with generational philanthropy is imperative and can be rewarding for families of all levels of wealth. Please join Pierre and Rick so you can start to create your family’s multigenerational philanthropy plan.