Peter M. Williams, CLU, ChFC, is founder and president of Peter M. Williams & Company, a Member Firm of M Financial Group since 1990. He has more than 35 years’ experience designing and implementing sophisticated wealth-transfer strategies and corporate succession plans for ultra-high net worth families and businesses. He is also an expert in onshore and offshore private placement life insurance.
Peter is a sought-after lecturer on private placement insurance and wealth-transfer strategies. His work has appeared in Trusts & Estates Magazine, and he is the co-author of The PPLI Solution, to date the only existing book about private placement insurance.
Peter has spoken all over the country on private placement insurance to advisors of ultra-high net worth individuals and their families and works frequently with many nationally recognized family offices, investment banks, and law firms.
Peter earned his finance degree from Stetson University. He has long been a member of the American Association of Life Underwriters and is a licensed securities principal, currently holding his Series 7, 24, and 63.