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.
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."