We are a family consultancy that prepares heirs by building bridges of trust and communication within families. Bridges built upon family values and legacy that give guidance and purpose to future generations. This is what we strive to achieve with each and every family who entrusts its future to us.

 

Click here to learn more about what we do and how we work with families.

 

AND THE WINNER IS ... Congratulations to The Williams Group's Amy Castoro & Kathleen Loehr for  winning the 2018 Trusts & Estates Distinguished Authors Award for their article, The Rise of Women as Philanthropic Family Leaders.  Read article

 

IN THE PRESS:  CNN MONEY features interview with Amy Castoro, CEO & President of The Williams Group. Read "How to plan for wealth that lasts generations."

 

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