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In the Press

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Tobias Salinger hosts Amy Castoro on the Financial Planning Podcast

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.

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Episode 265 of the Financial Advisor Success Podcast

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.

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Wealthmanagement.com article by Amy Castoro “Whose Money is This?” Part 3: Defining Values

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

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“Whose Money is This?” Part 2: Build Relationships Based on Trust

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

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Wealthmanagement.com article by Amy Castoro “Whose Money is This?” Part 1: Prepare the Heirs

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

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Podcast hosts talk to Amy Castoro about “Family Dynamics”

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.

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

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Hidden Stress Fractures in Family Estate Planning

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Wealthy parents face delicate balance

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

Wealthy parents face delicate balance when passing their money on to their children – especially the wayword ones

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Playing Not To Lose Vs. Playing To Win

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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