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In the Press

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Family Office Magazine Winter 2022 Issue Interview with Amy Castoro

December 2022

Erin Martin Interviews Amy Castoro for Family Office Magazine Winter 2022 Issue. Read on page 25!


"9 ways estate planning is different in 2022" 

December 04, 2022

Our very own Amy Castoro is quoted noticing clients coming to her at increasingly younger ages in this new Financial Planning article by Victoria Zhuang.

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Stages not ages: A new perspective on when heirs are prepared - Part 2

November 10, 2022

This article by Amy Castoro is part 2 of a 3-part series. Here she talks about six stages to help prepare your family for their inheritance.

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Family Business as a Life Sentence

October 19, 2022

This Trust & Estates article on by Amy Castoro and Natasha Davis talks about your alternatives when working in the family business.

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Why Trust is the Backbone of Successful Wealth Tranfer - Part 1

October 26, 2022

This article by Amy Castoro is part 1 of a 3-part series. Here she talks about how the recipe for a successful wealth transition include trust and communication.


Plan a Smooth Succession for Your Family Business by Amy Castoro and Fred Krawchuk

September 13, 2022

In this HBR article by Amy Castoro and Fred Krawchuk, they talk about how families can find balance, new perspectives, and implementing high-trust behaviors for a smooth succession.


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. 

family-hands-together.jpg article by Amy Castoro "Whose Money is This?" Part 3: Defining Values

January 21, 2022

Amy writes about the importance of defined values and proactive planning.


Tobias Salinger hosts Amy Castoro on the Financial Planning Podcast

February 8, 2022

Tobias Salinger talks with Amy Castoro about succession, family dynamics, and how the value today is on the holistic care of families, not just the assets.


Episode 265 of the Financial Advisor Success Podcast features Amy Castoro with Host Michael Kitces

January 25, 2022

Michael Kitces talks with Amy Castoro about how estate plans are only half of the equation for a successful wealth transfer to the next generation.

father-son-conversation copy.jpg article by Amy Castoro "Whose Money is This?" Part 2: Build Relationships Based on Trust

January 12, 2022

Amy writes about how families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.

7-succession-kendall-logan.jpg article by Amy Castoro "Whose Money is This?" Part 1: Prepare the Heirs

December 13, 2021

Amy Castoro writes about what steps not to skip when preparing your next generation for wealth transfer.

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Tycoons of Small Biz podcast hosts talk to Amy Castoro about "Family Dynamics"

November 26, 2021

Austin Peterson and Landon Mance invited Amy Castoro to talk about Family Dynamics and the work that we do with families at The Williams Group.


"Hidden Stress Fractures in Family Estate Planning"

June 1, 2021

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"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.

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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


"Four Common Family Stress Fractures and 5 Steps to Repair Them"

November 11, 2020

In this article our President and CEO, Amy Castoro writes about Acknowledging and repairing family stress fractures

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The Motley Fool's David Gardner talks transitioning wealth on the Rule Breaker Investing podcast

August 19, 2020

Listen to the interview with Amy Castoro on The Motley Fool's Rule Breaker Investing podcast with David Gardner.

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"Preparing your family to inherit by bridging generations, with Amy Castoro"

June 09, 2020

Listen to the interview with Amy Castoro on The Retirement Café podcast with Justin King.


"Voices in Leadership: Expert Advice on Navigating a Successful Wealth Transition"

June 04, 2020

Amy Castoro speaks with Pitcairn's Amy Hart Clyne on the podcast Voices in Leadership.

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"4 Tensions in Family Businesses — and How to Work Through Them"

May 20, 2020

This is the second Harvard Business Review article by our president and CEO, Amy Castoro, and our Senior Family Consultant, Fred Krawchuk.


"What Family Businesses Can Learn from the Military"

May 13, 2020

This Harvard Business Review article is by our president and CEO, Amy Castoro, and our Senior Family Consultant, Fred Krawchuk.


"Five Healthy Habits for Virtual Family Meetings"

April 29, 2020 features an article by our very own president and CEO, Amy Castoro, in its newsletter.

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"Dead Celebrity Podcast: George Steinbrenner"

April 27, 2020

Dead Celebrity Podcast host David Lenok discusses George Steinbrenner's will and estate with our president and CEO, Amy Castoro.


"A Comprehensive Approach to Wealth Transfer"

April 20, 2020

BNY Mellon and WSJ. Custom Studios cite The Williams Group research and highlight the work we do.


"Advisor: Heal Thyself"

March 30, 2020

In this article our president and CEO, Amy Castoro writes about supporting clients during this uncertain time.


"Dead Celebrity Podcast: Aaron Spelling, Tori Spelling and Affluenza"

March 30, 2020 senior editor David Lenok speaks with Amy Castoro about preparing your children to inherit wealth.

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"Building Resilient Families: What Does It Take?"

January 28, 2020

This Family Wealth Report article is by Fred Krawchuk, a Senior Coach at The Williams Group. PDF version here


"Protecting HNW Families — A Risk-Management Perspective"

January 21, 2020

This Family Wealth Report article is by Fred Krawchuk, a Senior Coach at The Williams Group. PDF version here


"The Family Drama in Golden Globe Winner 'Succession' Is Surprisingly Common. How to Avoid it, According to Advisors."

December 27, 2019

This Barron's article by Daren Fonda cites the work of The Williams Group.


"How to Talk About the Family Money"

December 06, 2019

This article in The New York Times by Kerry Hannon features an interview with our president and CEO, Amy Castoro.


"Tips to Promote Family Harmony"

October 02, 2019

This article is by our very own Amy Castoro 


"Disinheriting Your Children Might Be for Their Own Good"

October 14, 2019

This Financial Times article by Rhymer Rigby cites The Williams Group.


"The Thin Line Between Advisor and Therapist"

September 24, 2019

Family Wealth Report article by our very own Amy Castoro


"What's Left After a Family Business is Sold"

August 09, 2019

NY Times article by Paul Sullivan quotes our very own Amy Castoro.


"Three Communication Skills for Breaking Through Impenetrable Barriers" 

May 08, 2019

FFI Practicioner Weekly Edition features insights by Amy Castoro 


"The Great Wealth Transfer Wake Up Call"

April 12, 2019 article by Carol Sherman featured an interview with Amy Castoro 


"Help Clients Avoid Family Business Fractures"

April 01, 2019 article by our very own Amy Castoro 


"Preparing to Transition the Family Business to the Next Generation"

January 29, 2019

City National Bank (an RBC company) article featuring an interview with our very own Amy Castoro 

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"The Rise of Women as Philanthropic Family Leaders"

October 19, 2018

Congratulations to Amy Castoro and Kathleen Loehr for their achievement as 2018 co-recipients of the Trusts and Estates Distinguished Author award -- PDF version here


"How to Plan for Wealth That Lasts for Generations"

September 10, 2018

CNN Money article featuring an interview with our very own Amy Castoro 


"Women are Taking the Philanthropic Reigns"

May 16, 2018 article by Amy Castoro and Kathleen Loehr 

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"What to do When Your Clients Can't Get Along"

April 12, 2018

Financial Advisor Magazine article by Amy Castoro 


"Bridging Generations: Transferring Wealth to the  Second Generation"

February 15, 2018

Prudent Money Radio Show interviews Amy Castoro about the new book


"How to Leave an Inheritance Without Causing Grief"

February 13, 2018

Forbes article by Amy Castoro 

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"Bridging Family Wealth, Generation to Generation"

December 29, 2017

Financial Advisor Magazine feature interview with Amy Castoro and UBS advisor, Neil Douthat

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"Preventing Affluenza: How Families Can Preserve Wealth Across Generations"

December 15, 2015

Forbes features insights from Roy Williams in this article by Brook C. Stoddard 

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"Amy Castoro to Co-Lead The Williams Group"

December 11, 2015 announces Amy Castoro to co-lead The Williams Group as it enters a new era of preparing families for estate transition

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Financial Sense Wealth Management- Lifetime Income Series

December 08, 2015

Financial Sense Newshour talk radio interviews Roy Williams and Amy Castoro on the Successful Transition of Family Wealth Values


"5 Strategies to Keep Your Heirs From Blowing Their INHERITANCE"

October 07, 2015

Kiplinger Personal Finance article shares Roy Williams insights into the benefits of families having a family wealth mission


"How the Superwealthy Plan to Make Sure Their Kids Stay Superwealthy"

October 01, 2015

Bloomberg Businessweek article by Peter Robison features Roy Williams' research

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"Wealth Transition and Entitlement: Shedding Light on the Dark Side of a Charmed Life"

August 31, 2015

The Journal of Wealth Management features and article by Amy Castoro -- PDF version here

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"How Family and Business Legacies Are Born"

May 08, 2015

Vistage International issues a press release in celebration of The Williams Group's 50th anniversary

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Trust: A New Video FeaturingRoy Williams

May 01, 2015

Roy Williams talks trust in this video

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Communication: A New Video Featuring Roy Williams

May 01, 2015

Roy Williams talks communication in this video

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"The Williams Group Celebrates 50 Years and Enters a New Era of Helping Famlies Retain Values and Wealth When Estates Pass to the Next Generations"

February 27, 2015 article on The Williams Group expansion

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