William H. Tate

About William H. Tate

I recently spoke to the local National Association of Estate Planners & Councils chapter. The host introduced me this way- William H. Tate is passionate about maximizing life fulfillment and eliminating deathbed regrets for his fellow coaches and their heart-centered millionaire clients. Too many folks reach the end of their lives wishing they’d done more to maximize their life fulfillment and avoid suffering deathbed regrets.To solve these problems, he’s combined family wealth transfers, philanthropy, and global travels. When families protect, grow, and honor their health, wealth, and values, they connect more deeply while enjoying their vacations together.William has a captivating American patriot backstory. He is a fascinating mix of Captain America, Indiana Jones, and Forrest Gump. At age 17, he joined the Army and began his extraordinary life of service and adventure.He’s a retired Green Beret officer who helped people in Africa, Asia, Central America, Europe, and the Middle East. He’s lived, worked, and traveled to 90+ countries.He’s been a Morgan Stanley manager, trainer, and financial advisor in Silicon Valley, a Tony Robbins Wealth Mastery Coach, and a San Francisco Foundation philanthropy advisor. His best client created a foundation to help at-risk kids after winning a $290 million lawsuit.Since 1995, he’s been helping heart-centered millionaires discover and honor their spiritual calling through purpose-driven philanthropy. In 2005, he left Silicon Valley and moved to Ukraine, where he merged his passion for global travel, adventure, and spiritual service by supporting Ukrainian orphanages.He’s launching a new coaching startup called 503 Coach. He aims to build a collaborative community of 50 mission-driven coaches who want to help generous US millionaires enjoy global travels and create a 100+ year legacy.

Experience

1. Philanthropy in War-torn Ukraine Supports Ukrainian Orphanages

   U.S.-Ukraine Foundation

   Jul 2005 — Present · UA

   Helping Ukrainian orphans.In the Bible, the Apostle James tells us to help widows and orphans to gain a higher Heavenly place. So, I moved to Ukraine to sponsor orphanages and startups as part of the U.S-Ukraine Foundation. My Ukrainian orphanage partners at Abundance International are still working to supply our orphans with their daily needs despite Putin’s brutal invasion and occupation of our beloved Ukraine. Please go to our website and help us if you can- https://abundanceinternational.org/. Slava Ukraini! God bless free Ukraine! Our orphans and staff thank you for your vital support.

Education

• University of Mississippi - School of Business Administration

  Bachelor of Business Administration - BBA, Business Administration and Management, General

Skills

• Financial Risk
• Asset Management
• Financial Planners
• Investments
• Financial Advisory
• Retirement
• Strategic Financial Planning
• Financial Planning
• Portfolio Management
• People Skills
• Credit
• Banking
• Asset Allocation
• Risk Management
• Retirement Planning
• Estate Planning
• Insurance
• Equities
• 401k
• Investment Advisory
• Life Insurance
• Finance
• Financial Analysis
• Small Business
• Entrepreneurship
• Leadership
• Employee Benefits
• Wealth Management
• Investment Strategies
• Alternative Investments