Catching up with Bill Woodson
The bond between father and daughter is magical and empowering. For Bill Woodson, Head of Wealth Advisory & Family Office Services for Boston Private and EQUUS Foundation supporter, that bond deepened through the love he shares for horses with his daughter, Olivia.
Like so many other families, Bill and his wife, Cynthia, were introduced to the equestrian sport through their daughter, Olivia, who was a successful junior rider and who is now Captain of the SMU Equestrian team.
“As a Horse Show Dad, I realized that unless I took up riding, I would see very little of my daughter and so I ride whenever I can,” said Woodson – all the while, focusing professionally on helping Boston Private deepen existing client relationships by delivering advice and services to high-net-worth (HNW) and ultra high-net-worth (UHNW) families, senior executives, family offices and closely-held business owners.
The Woodson family quickly became immersed in the sport and, in fact, moved to Wellington to give Olivia the opportunity to train with some top trainers as a working student, including Geoff Teall and Charlie Moorcroft and later Laura Kraut. She also had the privilege of riding with Missy Clark, Ken Smith, and Shane Sweetnam.
Olivia has had many successes starting with winning the United States Equestrian (USEF) Pony Medal Finals in 2013 followed by top wins in Equitation and a finalist in the USEF Emerging Athletes Program in 2016. As a young amateur – having to balance academic demands with the responsibilities of being the Equestrian Team Captain, she continued to be victorious in jumper competitions in Europe and the US.
“Although I don’t sit on any of the expensive grand prix horses, Geoff [Teall] has some nice horses that I get to ride periodically. It’s been a great experience and I feel very fortunate,” said Woodson.
Woodson joined Boston Private from CitiGroup in 2019. “Our team’s mandate is to enhance our existing capabilities in important areas like traditional tax, estate and retirement planning – which we do very well today – and add additional capabilities around philanthropic planning, wealth education and family governance.”
“We are also developing programs that provide clients and their families with tailored content and education, unique experiences, and the ability to meet and collaborate with peers in their respective industries and among similar families.”
Bill was introduced to the EQUUS Foundation through his professional relationship with Jennifer (Iverson) Schwartz, an asset manager affiliation with Boston Private. A competitor herself, Schwartz is well known among equestrians and served as an EQUUS Foundation Board member to advocate for equine welfare.
Woodson became aware of the plight of too many of America’s horses after their sport careers are over and was eager to help the cause. With Schwartz’ encouragement, Boston Private became an EQUUS Foundation Corporate Partner and sponsored the Foundation’s 2020 Winter Equestrian Festival event in Wellington, Florida. Boston Private. Read more . .
MORE ABOUT PRIVATE BANKING:
Boston Private is a private bank and wealth management firm. What are the benefits of a private bank? Who should consider working with one?
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Today’s private banking clients are individuals and/or businesses in all stages of the wealth creation process who seek a banking relationship with an experienced banking and wealth management organization that can:
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ABOUT EQUUS FOUNDATION: The EQUUS Foundation, a 501(c)(3) public charity established in 2002, is the only national animal welfare charity in the United States 100% dedicated to protecting America’s horses and strengthening the bond between people and horses. Donations are tax-deductible to the full extent of the law. Contact the EQUUS Foundation, Inc., at 168 Long Lots Road, Westport, CT 06880, Tele: (203) 259-1550, E-Mail: firstname.lastname@example.org, Website: www.equusfoundation.org.
ABOUT BOSTON PRIVATE: For the last 30 years, Boston Private has provided integrated wealth management, trust and private banking services, coupling the breadth of services of some of the largest institutions with boutique and personalized client service. Every individual and organization has a different reason WHY they work so hard. At Boston Private, we strive to understand what drives our clients, so that we can help them live and work the way they want. Understanding what our clients’ wealth is really for enables us to formulate a custom strategy and solution to help them achieve their goals, hopes and dreams for today and tomorrow. Headquartered in Boston, we serve clients from our offices located in the major markets of Greater Boston, San Francisco, San Jose, Los Angeles, Palm Beach Gardens and New York. Website: https://www.bostonprivate.com
View this release online here
Contact: Lynn Coakley