William Grady is a director with Baker Tilly’s individual services group. With more than 20 years of experience working with affluent clients and business owners, Bill brings extensive knowledge in estate planning, business succession planning, financial planning, retirement planning, life insurance, and investments.
Prior to joining Baker Tilly, he spent 16 years with a Fortune 100 company headquartered in Milwaukee, where he was responsible for building and leading several teams of experts focused on top advisors and the needs of their top clients. Bill was also responsible for strategy, vision and thought leadership in the estate, business, high-net-worth and retirement markets. Through these roles, he gained extensive experience working with financial advisors, clients and outside attorneys and accountants on sophisticated estate planning strategies, charitable matters, income tax, business planning, qualified and nonqualified plans, executive compensation, welfare benefit plans (bonus plans, split-dollar arrangements, disability wage continuation plans, long-term care insurance plans, etc.) and employee benefits. Bill started his career as an associate attorney at a boutique law firm in Milwaukee focused on sophisticated clients.
- Specializes in consulting with affluent clients and business owners on comprehensive planning, integrating estate, business, retirement, income tax, and financial planning
- Deep expertise in insurance and investment solutions
- Thought leader for Baker Tilly’s wealth management, including wealth transfer, financial planning and family office solutions
- Member, Baker Tilly Gift Tax Center of Excellence
- Co-leader, Baker Tilly Estate Planning Council
- Family Office Exchange (FOX)
- Member, Milwaukee Estate Planning Forum
- Certified Financial Planners (CFP) Board
- American Association of Life Underwriters/Finseca
- Numerous financial services industry study groups
- Certified Financial Planner®
- Charted Life Underwriter®
Has presented in more than 500 settings, including to clients, financial advisors, estate planning councils and centers-of-influence
- Insights live – Fidelity Investments, Protecting Your Wealth, panelist
Author of over 100 publications focused on a variety of topics, including estate, business, retirement and tax planning. Highlights include:
- With change looming, is 2021 the peak of wealth planning? Take advantage now before it is too late
- Estate Planning for Affluent Clients After the New Tax Law (in partnership with Keebler & Associates, LLP)
- Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans
- Supercharge the sole of your business with a charitable reminder trust
- Options for funding a buy-sell agreement: the case for life insurance
- Managing your inheritance: an easy to understand introduction for younger generations
Location
Milwaukee, WI
Education
Juris Doctor
Marquette University Law School (Milwaukee, Wisconsin)
Bachelor of Arts
University of Wisconsin–Madison
