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
- Nov 3, 2021
- 1 min
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
- 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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