OUR TEAM & ADVISORS
Experience Across the Disciplines That Matter.
ALIFTS brings together professionals with decades of experience across investment management, life insurance, banking, wealth transfer, estate planning, trusts, and family strategy.
Different perspectives. Specialized expertise.
One objective: helping families create a lasting impact.
People
Purpose
Generations
ALIFTS LEADERSHIP
VISION | STRATEGY | IMPACT
Billy Jones, JD:
Trust and Special Entity Advisor
Billy is a Texas attorney who focuses his practice on estate and business planning, and special entities that assist families and businesses maximize the economic benefits to their owners and beneficiaries.
His advanced trust and special purpose entity strategies have assisted his clients in preserving and protecting billions of dollars of assets. During his nearly 50 year career, he has developed a unique way to communicate complexities making them easier to understand and implement.
Experience Is Most Valuable When It Works Together.
No single discipline can address every aspect of sophisticated multigenerational planning. ALIFTS brings different areas of expertise together to help families and their professional advisors evaluate opportunities, identify risks, and coordinate strategies across generations.