The Pinnacle Private Advisors Team


Sr. Wealth Strategist

Kris Williams, Esq., is a highly regarded Senior Wealth Strategist renowned for his expertise in wealth management and estate planning. With a career spanning decades, Kris’s background as a trust attorney specializing in high-net-worth clients has cemented his reputation as a trusted advisor in the financial world. He possesses a profound understanding of trust law, estate planning, and business succession, making him a go-to resource for individuals and families seeking to secure their financial legacies.

Kris’s forte lies in estate and succession planning. Leveraging his in-depth knowledge of the ever-evolving tax and legal landscape, he crafts customized strategies that optimize financial efficiency while safeguarding assets. What sets Kris apart is his collaborative approach; he actively engages with clients’ tax professionals, and legal experts, ensuring that wealth plans are executed seamlessly and with precision.

In addition to his expertise in estate planning, Kris is a respected authority in business succession. He has played a pivotal role in guiding successful families through the intricate process of transitioning their businesses to the next generation. Kris understands the nuanced challenges involved and provides comprehensive solutions that address not only the legal aspects but also the preservation of family legacies and business continuity. Kris Williams, Esq., is committed to ensuring that his clients’ financial futures are not only secure but also poised for lasting prosperity.

Financial advice from Pinnacle Private Advisors should not be construed as tax or legal advice. Pinnacle Private Advisors is not engaged in rendering professional legal or tax services.