Courtney Williams would never tell a client to sell the family farm. But that's just what one did, sort of. He liquidated a portion of the family's land when their business interests hit a rough patch. A corporate tenant had broken a lease on a commercial building and the family had come dangerously close to losing a credit line.

For Williams, clients' decisions to shore up assets is less about following a cut-and-dried road map and more about the ability to see their personal holdings and their businesses at once as she advises her clients on both.

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