Willem Erwich

Willem (Will) Erwich is a Senior Vice President & Sr. Managing Director of the North Palm Beach, FL office. He leads a team that advises clients in wealth management, asset protection, estate planning, private banking, and trust administration. His team's focus is on private foundations and generational wealth, assisting clients and their families to identify and achieve their financial and estate planning goals in the areas of lifestyle, capital assets, wealth transfer, and philanthropy.

Will is a Certified Private Wealth Advisor® with a broad financial services background. Will has 30 years of experience in financial services, spanning commercial banking, corporate and private risk management, law practice, and wealth advisory roles. Most recently he was a Managing Director & Senior Trust Advisor leading the Ocean Reef Club (Key Largo, FL) market, advising individuals, families, and representing Northern Trust as a corporate trustee. Previously Will was a Commercial Client Relationship Manager and Private Client Services Office Head for Marsh & McLennan Companies. Before this he held positions with Bank of America, Citizens Bank of Massachusetts and was in private law practice.

He previously served on the Board of Miami Youth for Christ that advocates for at-risk youth and volunteered in the Miami-Dade Children and Family court as a Guardian ad Litem. He’s married with three children and loves to spend time with his family, being involved at church, reading books, running and seeing independent and foreign films.

2013

Will graduated from the University of Massachusetts, Amherst with a degree in English. He received a Juris Doctor degree from New England Law, Boston.

Will is a Certified Private Wealth Advisor®, and a member of the Massachusetts Bar and Florida Bar.