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Proactive tax and estate planning ensures your assets are protected, your wishes are honored, and your financial legacy is efficiently transferred to the next generation. At William Howard & Co., we develop comprehensive tax-efficient strategies to help you minimize liabilities, maximize wealth preservation, and create a lasting impact. From trusts and wills to charitable giving strategies and wealth transfer planning, we work closely with you and your legal and tax professionals to structure an estate plan that aligns with your goals. Our approach is designed to provide financial flexibility, reduce estate taxes, and ensure a seamless transition of assets to your beneficiaries. By planning ahead, you gain peace of mind knowing that your wealth will continue to serve your family and causes for years to come.

From estate planning and charitable contributions to tax-efficient wealth transfers, we provide tailored strategies to safeguard your assets and preserve your legacy.

Leveraging our network of estate planning professionals, we help ensure your wealth is distributed according to your wishes through a strategic combination of trusts, wills, and succession planning—minimizing tax burdens and simplifying the transfer process to avoid probate complications. We also assist with philanthropic giving, business succession planning, and multigenerational wealth strategies, ensuring financial security for both beneficiaries and charitable causes. Our holistic estate planning keeps your financial legacy intact while maximizing long-term flexibility.

William Howard & Co. Financial Advisors

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Contact Us

William Howard & Co.
Financial Advisors Inc.
International Place II
6410 Poplar Ave, Suite 330
Memphis, TN 38119

P: (901) 761-5068
F: (901) 761-2217
E: whc@whcfa.com

William Howard & Co. Financial Advisors, Inc. (“William Howard”) is an investment adviser registered with the Securities and Exchange Commission and holds notice filings with the states of Tennessee, Texas, and Mississippi. Registration does not imply a certain level of skill or training.

William Howard does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Information presented is for informative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any product.

William Howard will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, William Howard cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

Neither William Howard nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of William Howard or of any vendor providing software or services support.

You should first consult your financial, business, tax and accounting advisors and your attorney, before implementing any strategy or recommendation discussed herein. Pricing and other information generated through the use of data or services made available herein may not reflect actual prices or values that would be available in the market at the time provided or at the time that the user may want to purchase or sell a particular security or other instrument.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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