William brings over forty years of entrepreneurial and financial experience to the Family Legacy team. He founded an accounting firm in Greenville in 1977. In 1995, he hired Chris and together, they started Family Legacy, Inc. 

He has been instrumental in planning for some of the Upstate’s most affluent families. He truly has made Family Legacy, Inc. his own personal legacy, as well as the Foundations he has served.

William has touched the lives of so many people in Greenville and around the Southeast. Today he has taken the lead with The Legacy Charter School.  William has a personal has a personal passion for education and empowering children from West Greenville to become "All they can be."

Our local Legacy Charter School has room to brag about its staff and students. Of the first full graduating class from the high school, all were accepted into college. Through good planning, hard work, and a great support network William spends most of his time helping the students succeed in academics, athletics, and life.

William has gained so much wisdom and learned from his experiences over the years and thus is a wonderful resource for our team members to access. Since passing the torch to his son Chris, we are proud to support William in the personal legacy he has made through hard work and dreaming big. We wish all our clients the same success.


Fun Fact about William: Not only has he started a school, but he used to coach basketball for Christ Church!

William’s Favorite Reads: Financial Times, New York Times, Upstate Business Journal


Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.


Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®



Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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