Bill leads RKL’s Family Office Practice, a comprehensive suite of services to manage the complex and significant needs of ultra-high-net-worth families. He played a key role in the development of the firm’s Family Office model, which encompasses advisory, administrative, support and investment capabilities.
As part of a holistic and proactive service team, Bill advises families on multi-generational planning, legacy planning, trusts and estates, business succession and philanthropy.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Bill joined the firm in 2019, bringing nearly 25 years of experience in the areas of estate planning and wealth strategy. For more than 10 years, he worked with ultra high net worth clients at large trust companies.
Bill and his wife reside in Bel Air, Maryland. In his spare time, he enjoys traveling, watching his daughter play lacrosse at Shenandoah University and the three Bs (beer, bourbon and BBQ).