Stay informed about wealth management, family dynamics, and successful estate planning through our blog. Explore our latest articles for expert perspectives and practical guidance.
The amount of wealth transitioning to the next generation is now a staggering $124 trillion, according to a 2024 Cerulli report. Click the link below to read the full post!
Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations…
Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations…
Enjoy this holiday message from our President & CEO Amy Castoro along with some tips on how to talk to the next generation about the purpose of family wealth.
wealth and Relationships: Top 4 Strategies to Navigate Post-Election Holiday Family Conversations Holidays often bring families together, but navigating political differences during these gatherings can be challenging. Disagreements can escalate, leading to tension and even long-term hurt feelings. However, by focusing on shared values and fostering a commitment to family unity…
Hear Amy Castoro, CEO & President, The Williams Group, talk about the NextGen Leaders Institute 2025-26 program for emerging family leaders age 30-50 ready to carve their own path in families of affluence.
“Being born on third base, without having to hit the triple” is how one family member described the guilt of wealth. Others talked about…
Maintaining family harmony between family and business lies in learning together. Skillful love means intentionally prioritizing…
Mom and Dad’s dream of the family vacation property providing a respite of family unity can become a minefield of family discord. Intended to be …