In the Press
Balanced Advisor Podcast Ep. 42 Have a Centered Day with Amy Castoro
June 30, 2022
Dr. Travis Parry talks with Amy Castoro about her journey with balance and how she’s helping families with transitioning wealth through generational coaching and planning.
The Tech Money Podcast Ep. 32 Talking to Your Family About Money with Amy Castoro
March 16, 2022
Malcolm. Ethridge, CFP® talks with Amy Castoro about how #financialadvisors prepare assets for the family, but The Williams Group prepares the family for the assets.
"Hidden Stress Fractures in Family Estate Planning"
June 1, 2021
This FA magazine article by Amy Castoro talks about how estate plans are usually designed to take care of assets, not relationships
"Wealthy parents face delicate balance when passing their money on to their children - especially the wayword ones"
May 26, 2021
This Financial Times article by Emma Jacobs quotes our CEO, Amy Castoro, and tells families that giving children too much money too early risks indulging them and making them irresponsible
"Playing Not To Lose Vs. Playing To Win"
March 1, 2021
This FA Magazine article by Amy Castoro tells advisors to get out of their comfort zone, tap into resources beyond their skill sets and prepare families for success in managing their assets and transitioning them to the next generation.
Amy Castoro makes The Motley Fool's Rule Breaker Investing podcast Besties of 2020!
December 18, 2020
Congrats to our President and CEO, Amy Castoro for ranking as a top 10 episode on The Motley Fool's Rule Breaker Investing podcast with David Gardner