Wealth and Relationships: Five Tips to Keeping the Peace at the Family Vacation Home
- Meaningful Conversations Are Key by Amy Castoro Mom and Dad’s dream of the family vacation property providing a respite of family unity...
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Amy A. Castoro
- Dec 21, 2022
- 2 min
Wealth and Relationships: Sound Bites for the Holiday Table by Amy Castoro
From our team to your family team, we say thank you for the honor and privilege it is to be a part of your lives. We wish you all a...
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Amy A. Castoro
- Nov 23, 2022
- 1 min
Wealth and Relationships: Serve Up Some "Emergent Listening"
Serve up some “Emergent Listening” this Thanksgiving and see your connection with your loved ones deepen. Emergent listening is not the...
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Amy A. Castoro
- Jun 14, 2022
- 1 min
Wealth and Relationships: Great Wealth ≠ Great Happiness
Recently, I attended a presentation by Neil Pasricha, a New York Times best-selling author on happiness. He said the idea that we work...
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Amy A. Castoro
- Dec 29, 2021
- 2 min
Wealth and Relationships: Starting Conversations in 2022
The Roman philosopher Seneca is credited with saying, “Luck is what happens when preparation meets opportunity.” In other words, luck...
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Amy A. Castoro
- Dec 22, 2021
- 1 min
5 Hot Tips to Help You Through The Holiday Season
The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to...
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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
- 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
- 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
- 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
- Feb 10, 2021
- 1 min
Family Meetings About Wealth and Wealth Transfer
Amy Castoro is quoted in this article from the Institute for Preparing Heirs on how important it is for advisors to refer families to...
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Amy A. Castoro
- Feb 3, 2021
- 1 min
Wealth & Relationships: Be Curious, Not Critical
The complex conversations needed to prepare heirs for wealth transition are often stalled because family members are afraid of being...
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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
- Jan 11, 2021
- 1 min
Wealth and Relationships
Relationships are tricky enough without adding the responsibility of great wealth to the mix. One of our coaches likes to say, “You can...
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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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Amy A. Castoro
- Nov 4, 2020
- 1 min
Stressed Out Feelings Also Magnify Family Discord
Check out The New York Times article by Paul Sullivan. In these uncertain times, stressed-out feelings also magnify family discord....
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