Bill Woodson is Executive Vice President, Head of Strategic Wealth Advisory and Family Office Services, Boston Private
Bill Woodson is Executive Vice President, Head of Strategic Wealth Advisory and Family Office Services at Boston Private, an SVB Company. Boston Private is a leading provider of integrated wealth management, trust and banking services.
Mr. Woodson joined Boston Private from Citigroup where he served as head of the Family Office Group for Citi Private Bank in North America. He has also held senior private banking and family office positions at Credit Suisse and Merrill Lynch where, among other responsibilities, he ran a multi-family office (MFO) business and managed ultra-high-net-worth and family office clients.
Mr. Woodson shares his deep knowledge and expertise with family offices in his new book, “The Family Office: A Comprehensive Guide for Advisors, Practitioners, and Students,” published by Columbia Business School Publishing.