Wealth and Relationships: Roles and Responsibilities
The Cavanaugh family decided that any family member having a “significant” decision-making financial responsibility role within the...
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Amy A. Castoro
- Oct 13, 2021
- 1 min
Wealth and Relationships: 3 Essentials For a Smooth Wealth Transition
Our research shows transitions occur more smoothly when: 1. Heirs are better prepared 2. Relationships among family members are...
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Amy A. Castoro
- Sep 29, 2021
- 1 min
Wealth and Relationships: Whose Money Is This?
Hannah arrived at the long-awaited family meeting to talk about the family wealth feeling anxious. She knew they were wealthy, having...
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Amy A. Castoro
- Sep 16, 2021
- 2 min
Wealth and Relationships: 3 Tips For Better Communication
A next-generation family member said to me “I find it hard to get together with my family to talk about anything meaningful. We end up...
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Amy A. Castoro
- Aug 26, 2021
- 1 min
Wealth and Relationships: Level the Playing Field
Cameron’s mother died unexpectedly when Cameron was 25 years of age. This was the first time Cameron met his mother’s financial and legal...
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Amy A. Castoro
- Jul 28, 2021
- 1 min
Wealth and Relationships: The Trust That Binds
by Amy Castoro Wealth can complicate relationships and magnify levels of trust positively or negatively. A patriarch had a history of...
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Amy A. Castoro
- Jul 14, 2021
- 1 min
The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro
Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on "Preparing Your Heirs". Click this link to...
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Amy A. Castoro
- Jun 9, 2021
- 1 min
Wealth and Relationships: 4 Foundations of a Successful Wealth Transition
What is the difference between successful and unsuccessful transition planning? Successful transitions mean the family remains intact and...
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Amy A. Castoro
- May 10, 2021
- 1 min
Wealth and Relationships: Is Your Family Ready For Wealth Transfer?
Take this quiz. If you score less than 4 “yes” answers, a successful transfer of wealth is unlikely. Contact us to discuss your results...
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Amy A. Castoro
- Apr 14, 2021
- 1 min
Wealth and Relationships: Start the Conversations Now
A successful business owner was becoming forgetful, but he wouldn’t admit it. He was making uncharacteristic decisions and becoming...
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Amy A. Castoro
- Apr 8, 2021
- 1 min
Wealth and Relationships: Your Estate Plan Won't Protect Family Relationships
A patriarch wanted to leave his wealth to his three daughters; however, he wanted to be hands-off and did not care how they utilized the...
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Amy A. Castoro
- Apr 2, 2021
- 1 min
Wealth and Relationships: How to Talk About the Family Money
Talking to the kids about the family money is often a conversation that gets “kicked down the road” until it is too late. Left...
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Amy A. Castoro
- Mar 24, 2021
- 1 min
Wealth and Relationships: Little Questions Can Make a Big Difference
By Joel Kimmel, Senior Lead Family Consultant Through my work with The Williams Group for over 20 years, I found the biggest difference...
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Amy A. Castoro
- Mar 11, 2021
- 1 min
Wealth and Relationships: The Dichotomy of Cordial Hypocrisy
Speaking honestly about draft picks for the NFL is one thing. Speaking honestly about inheritance is another thing entirely. Family...
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Amy A. Castoro
- Feb 25, 2021
- 1 min
WSJ article "How to Know When to Quit Your Job"
Great article by Betsy Morris for The Wall Street Journal. In a family business, knowing when to step aside rather than down makes the...
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Amy A. Castoro
- Feb 17, 2021
- 1 min
Wealth and Relationships: Alignment vs. Agreement
Alignment vs. agreement. Merging expectations inherent in generational wealth can be tricky if an agreement is the only option. Conflict...
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Amy A. Castoro
- Jan 28, 2021
- 1 min
Wealth and Relationships: Navigate Challenging Conversations
Inherent in transitioning wealth is the need to navigate challenging conversations. A mantra we use is "The right conversation at the...
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Amy A. Castoro
- Dec 23, 2020
- 2 min
Reflecting on 2020
The year 2020 has been the year of relationships. The sudden anxiety and uncertainty of the pandemic had us all pivot to the well-being...
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