top of page
Search

5 Hot Tips to Help You Through The Holiday Season


The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting.

Here are 5 hot tips to help you through the holiday season:

1. Be curious, not critical

2. Choose your relationship over being right

3. Ask more questions for understanding instead of convincing

4. Listen without reloading your next comment

5. Take a belly breath and let your shoulders drop

Wishing everyone a holiday season blessed with grace, goodwill, and generosity.


Warmly,

Amy Castoro

President & CEO

The Williams Group


#wealthtransfer #succession #successionplanning #heirs #legacyplanning #familybusiness #familyoffice #uhnw #hnw #trustsandestates #governance #financialadvisors #familyoffice #willsandtrusts #holiday2021 #holidaydinner

27 views0 comments
bottom of page