Built with advisors

The founding consortium, and what it owns.

Founding advisors keep their practice and its enterprise value, and hold a share of the company they help build. This page says how that is structured. The figures are available on inquiry.

Two things at once

Keep what you built. Own part of what we build.

Sell to an aggregator and you lose the practice. Stay independent and you inherit nine copies of every household. The consortium is the third path.

No cost of the AI transition

No fee, no rebuild on your own dime. The cost of your seat is ours.

Your enterprise value stays yours

Your clients, your fee. We provide the AI harness your team works in.

You own part of WilliamFrank

A pool of the company's equity is reserved for founding advisors. Your allocation follows the assets you bring onto the rails.

Allocation vests as assets transition. The earlier you are in, the larger the share per dollar.

The reserved pool

One fifth of the company, set aside for the advisors who found it.

20%of WilliamFrank equity reserved for founding advisors

Not a bonus plan or a revenue share. The same stock the founder and the team hold, which dilutes the way theirs does and no more. The consortium is the advisors who bring the first billion dollars of client assets onto the rails.

Allocation follows assets: Set by the assets each practice transitions, in tranches. The first tranche carries the highest rate per dollar.
Vesting follows transition: Earned by the assets that move, not by signing.
No fee: No charge for the rails during the founding period.
Liquidity is written in: A planned secondary at a later financing, subject to the incoming investor's consent. The founder is capped and sells last.

Why we say this out loud

Most firms keep the economics for the third meeting.

We would rather say the structure up front and keep the figures for a one-to-one conversation.

Who it is forWealth teams who see the administrative inefficiencies, and how AI will unlock what ought to exist in this industry.

What we askUse, candor, and the households you bring.

How largeSmall. Sized to the advisors we can sit with, and to the first billion of assets. When it is full, this page will say so.

What this page does not decideYour allocation, the tranche rates, the vesting schedule and the secondary terms. Those are shared on inquiry.

The figures are available on inquiry.

Apply on the homepage and say you want the consortium terms, or message Bill on LinkedIn. The terms conversation is one-to-one.

This page describes the structure of WilliamFrank's founding-advisor program. It is not an offer to sell, or a solicitation of an offer to buy, any security, and no offer is made by this page. Any offer of equity will be made only to eligible persons, one-to-one, and only through definitive documents that set out the terms in full. Figures shown here are the size of the reserved pool and the shape of the structure; individual allocations and terms are determined in that process.