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
- 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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