in the press
“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
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.
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”
Hidden Stress Fractures in Family Estate Planning
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
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
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.
The Motley Fool’s Rule Breaker Investing podcast Besties of 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
