William Roberts


Co-Author:  The Keys To Family Business Success

Phone:  +1 303-888-0038
Email:  view email here
Website:  www.erbenassociates.com

Bill is a Client Advisor at Erben Associates. He recently joined Erben Associates to work with his son Korbett on his own business transition plan. Bill’s skills and experience working with family business transitions fit perfectly with Erben Associates vision to be known as the best in the nation in providing advice and guidance for privately held business owners, family businesses and farm and ranch families. Bill practices a values-based planning process with his clients, and uses a clearly stated set of principles and values from each client that then drives the planning process to a successful conclusion. He works to achieve tangible results in a cost-effective manner.

Bill is a member of the Aspen Family Business Group. They are a premier international resource for families in business and have more than a century of combined years of experience helping families. With his fellow members, Bill co-authored the book, “The Keys to Family Business Success.” The book lays out a series of problems unique to family businesses with examples of real situations faced by most family businesses. It explores practical solutions that families can use to ensure their family business can continue and be successful generation after generation.

In 2012, Bill became a Certified Advisor with the Institute for Preparing Heirs at Pepperdine University. The Institute was founded for the purpose of training, education and research on family dynamics and wealth transfer. Bill’s completion of the certification process demonstrates his commitment to the in-depth preparation of heirs for the receipt and management of assets in a manner to foster their development and lifetime goals. Not only does Bill prepare assets for heirs, he takes care to prepare heirs for assets.

Bill graduated from Valdosta State University with a Bachelor’s of Science in mathematics and a minor in physics. After graduating from college, Bill entered the Air Force. He flew 130 missions over North and South Vietnam in the F-4 Phantom. He was credited with downing a MIG-17 over North Vietnam and the aircraft he flew is mounted at Langley Air Force Base, Virginia as part of a display of USAF combat aircraft. He has pursued his professional education by completing his CLU® and ChFC® studies.

Bill and his wife Joy share time between their homes in Scottsdale, Arizona and Castle Pines, Colorado. They have two sons and Bill and Joy love spending time with their seven grandchildren. One son is a minister in the United Kingdom and the other is a producer at Erben Associates.

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With deep sadness, we share the news that our friend and colleague Bill Roberts died suddenly on April 7th, 2021.

William Roberts
William Roberts (February 2013)

We have just lost a great human being.  It came suddenly, though Bill Roberts was prepared.  Bill was an expert on so many important things related to family business; and, he was our guy on emergency planning.  Bill learned to place the family part, the emotional realities, front and center in his work with clients.  Of Bill it was often said, “Not only does Bill prepare assets for heirs, he takes care to prepare heirs for assets.”  Accidents happen all the time and their consequences rattle the soul.  We’re in shock but Bill prepared us enough that paths forward are already discernible.  

Just this last month, The Aspen Family Business Group gave its first online Consilience for family business consultants.  Bill put enormous effort into the presentation.  He wrote multiple drafts and as the day to present came close, Bill was fretting about how on that date he was to be on the road and was not sure he would have good internet for our Zoom.  Bill changed his schedule and flew back to his office where he knew he had good internet.  Then, after the presentation, Bill sent a note to our group asking how he did.  He did beautifully.  One of the attendees wrote, “Bill has a way of speaking that can reach any room.”   

We’re counting on that now.  His voice will continue to reach us.  We’re committed to that; we will hold Bill’s space in our hearts, in our meetings, in our work life and in our own family life.  

Thank you Bill for your generous spirit. Thank you for your clarity of thought.  Thank you, Bill, for your love of family.  Love centered you, your family and even us, your colleagues.  

Values, vision and the skills to achieve a worthy goal, you had these in full measure.  Most of all, Bill, you loved and were loved and that made you matter very much to each of us.  

We miss you, Bill.  Godspeed, friend.  

Aspen Family Business Group  
Partners: Leslie Dashew & Joe Paul 
Associates: Burak Kocer, Jonathan Magidovitch, Donnel Nunes, & Shelley Taylor 

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