William Thomas

About William Thomas

Seasoned, highly regarded and accomplished family office executive who excels in critical thinking, sensibility and discretion in the creation, implementation and administration of a broad range of projects and providing high level advice for a sophisticated family of exceptional wealth. Demonstrated success within the Financial Services Industry with primary focus on Asset Management, Trusts and Estate Planning, Financial Accounting, Human Resources, Risk Management and \"High Touch\" Concierge Services.Skilled in Leadership, Strategic Planning, Organizational Administration, Marketing, Business Development, Philanthropy and Community Service.

Experience

1. President and CEO

   Private Family Office

   Jun 2005 — Present · Naples, FL, US

   Manages an internal team of industry professionals specializing in the delivery of investment management, financial reporting, tax, legal, human resource, philanthropic and concierge services tailored specifically to three high net worth, multi-generational households within a “single-family” family office. • Engage, manage and review the relationships with external domestic/international investment advisors supporting the family’s global investment program. • Oversee strategic relationships with external accounting and legal professionals in the development, implementation and administration of specialized tax, insurance/risk management, financial and estate planning advice.• Partner with external legal counsel in the origination, review and execution of “at will” employment and independent contractor agreements, asset acquisition/disposition contracts and real estate leases. • Orchestrate with executive team the scheduling, preparation and presentation content for semi-annual family business retreat meetings.• Coordinate with the CEO of the family’s actively managed business activities in the due diligence, exit strategy and disposition of real estate and special situation/private equity transactions.• Directly supervise Chief Pilot’s oversight of flight company operations, including annual budgeting, staff administration, aircraft scheduling and maintenance, pilot recurrent training/certification, fuel farm and local airport authority/FAA Parts 91 and 135 compliance. • Primary contact responsible for concierge services, next generation education, human resource, property/facilities management and operational administration for each family household.

Education

• Florida State University

  Bachelor's degree

  1977 — 1980