The Expertise of William M. Eck

Specializing in generational significance by connecting families to what matters most

Specialty Areas:

	Philanthropic fund-raising and estate/legacy counseling;
	Values discovery and integration, counseling related to emotional/financial complexity of large estates, multi-generational family planning, governance, family unity and cohesiveness, generational significance

Professional Background:

	Former Director of Wealth Management: Rocky Mountain Adventist Healthcare Foundation.
	Former Director of Planned Giving: Denver Area Council, Boy Scouts of America.
	Professional Designations: Certified Wealth Consultant; Senior Course Mentor & Charter Member of The Heritage Institute™.
	Contributing Author: Beating the Midas Curse, helping large-estate family leaders develop accountability, responsibility and pride among upcoming heirs & family members

Affiliations/Awards:

Associations/Non Profit Memberships:

	Board of Directors, Colorado Planned Giving Roundtable; (mid 1990's);
	National Committee on Planned Giving; member (since 1993);
	National Eagle Scout Association; member (since 1978);
	Rotary Club of Denver Southeast; member (since 1991);
	Rotary District Foundation Chair, Foundation Annual Giving Chair, District Permanent Fund Committee (since 2001);

Awards/Distinctions:

	Rotarian of the Year, Rotary District 5450 (2004/05)
	Citation for Meritorious Service, The Rotary Foundation (Jan 2005)
	District Governor's Discretionary Award for Outstanding Service (2002)

Personal:

Favorite (paraphrased) quote: "The perfect inheritance is enough money so your children can do anything, not so much they do nothing" - Warren Buffet

William Eck lives in Wheat Ridge, Colorado with his wife and their three children. He enjoys family time, cross-country skiing, hiking, cycling, backpacking and reading.