William Lyons

William Lyons
Senior Vice President Director of Governance

4 Greenwich Office Park

Greenwich, CT 06831-5115

About me

Background

William (Bill) Lyons is a Director of Governance at the Truist Center for Family Legacy. He is focused on helping families develop their human and intellectual capital. He has extensive experience in family meeting facilitation, family communication, family policy creation, next generation education and social impact. He is also co-leading the Truist initiative on Purpose and Social Impact.

Before joining Truist, Bill was a Senior Director with Abbot Downing’s Institute for Family Culture where he helped families clarify values to drive family business succession, family office governance, and succession planning for family and social impact enterprises. Previously, Bill was an independent consultant to entrepreneurs, family leaders, philanthropists, and family offices developing strategic communications, education, mentoring and family governance systems. He has served in senior leadership roles with a single family office, the philanthropic advisory firm Arabella Philanthropic Investment Advisors and as a trustee and advisor to several foundations, trusts, and donor collaborates. He began his career with the multifamily office Asset Management Advisors, which then became GenSpring.

Education

BA
Boston College 1996
M.Ed.
Loyola University Chicago 1998
JD
Georgetown University Law Center 2001

Personal Interests

Bill is a graduate of Boston College, Georgetown University Law Center, and has a Masters in Family Studies from Loyola University of Chicago. He brings an interdisciplinary perspective as well as experience working with diverse leaders from deeply held identity- and faith-based communities to help individuals and families leverage their unique perspectives when working on generational succession, leadership development, and high impact systems change. 

Bill is co-chair of the Nexus Working Group on Family Prosperity and has been a speaker at the Transitions Family Business Magazine, Family Office Exchange, Council on Foundations, Attorneys for Family Business, Family Firm Institute, Creating Change Through Family Philanthropy, and the FRA Family Office Symposium. Bill taught a course on family philanthropy as an adjunct professor at New York University and he provided editorial assistance to James E. Hughes, Jr. for the second edition of his classic book, Family Wealth.

Specialties

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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