In the Press
"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.
Stages not ages: A new perspective on when heirs are prepared - Part 2
November 10, 2022
This RBCwealthmanagement.com 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.
Family Business as a Life Sentence
October 19, 2022
This Trust & Estates article on wealthmanagement.com by Amy Castoro and Natasha Davis talks about your alternatives when working in the family business.
Why Trust is the Backbone of Successful Wealth Tranfer - Part 1
October 26, 2022
This RBCwealthmanagement.com 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.
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.
Wealthmanagement.com 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.
Wealthmanagement.com 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.
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.
"Wealthy parents face delicate balance when passing their money on to their children - especially the wayword ones"
May 26, 2021
"Four Common Family Stress Fractures and 5 Steps to Repair Them"
November 11, 2020
In this Wealthmanagment.com article our President and CEO, Amy Castoro writes about Acknowledging and repairing family stress fractures
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.
"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.
"Dead Celebrity Podcast: Aaron Spelling, Tori Spelling and Affluenza"
March 30, 2020
Wealthmanagment.com senior editor David Lenok speaks with Amy Castoro about preparing your children to inherit wealth.
"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.
"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
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
"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
PRweb.com article on The Williams Group expansion