From our personal experience, and from working with families and executives, we understand that it can take decades to correct a mistake. Furthermore, planning mistakes can often adversely affect generational wealth. We sit down with you, review all the scenarios, offer creative ideas and then help you develop a long-term strategy. Finally, we try and match your personality with the individuals on the trusted team we help you create. If you already have a team, we can help review and update written agreements.
The 12 most common gaps we help our clients resolve:
1. Multi-year (2, 5,10 year plans) and multi-generational plans.
2. A trusted professional team: estate attorney, wealth manager, accountant and real estate broker.
3. Protective legal, financial and personal strategies.
4. Lack of and/or poorly executed written agreements.
5. Real estate strategy
6. Liquidity event planning.
7. Irrevocable & spendthrift trusts.
8. Improved inter-family communication.
9. Concierge doctor and holistic health strategy.
10. Dynamic/complete insurance.
11. Wills
12. Adequate cash reserves.
If you are missing or need guidance with one of the 12 gaps we can help.
Ash Kress Williams, MBA
Founder and CEO
Ash founded Kress Advisors LLC, after experiencing for 15 years, many of the 12 Gaps. He is an entrepreneur who grew up in Concord, MA. He graduated from Connecticut College in 2004. After college, he moved to Manhattan and worked with and for CEO's in real estate development ($100M+), private equity and non-profits over an 8.5 year period. Most of his work was focused on acquisitions, business development, long term strategy, and distressed projects. The executives and attorneys he worked with, often required creative ideas, smart strategy and a high level of privacy and confidentiality. In 2012, he moved to Houston to start his first 9 person company (River Oaks Med Spa) while serving as a Trustee and having Power of Attorney, to assist in the settling of a $50M estate, over a 5 year period. In 2017, Ash received his MBA from the University of Miami. In 2025, he wrote the book: Burn A Bridge, Build A Tunnel: What Is Your Superpower? Ash currently resides in Boston's Seaport and is a volunteer in the Big Futures Mentoring Program for Big Brothers Big Sisters.
"Ash's ability to predict, analyze, and problem solve have been invaluable assets to me both personally and professionally."
Wendy Starland
"Ash's positive personality and creativity have helped grow many of my companies significantly over the past six years"
Barry Akrongold
"Ash is a person of great personal integrity, and an individual with deep and profound interpersonal skills (I consider him to have the highest form of emotional intelligence). "