Skip to main content
  • Wealth and Relationships: Roles and Responsibilities

    The Cavanaugh family decided that any family member having a “significant” decision-making financial responsibility role within the…

    read

  • Wealth and Relationships: 3 Essentials For a Smooth Wealth Transition

    Our research shows transitions occur more smoothly when: 1. Heirs are better prepared 2. Relationships among family members are…

    read

  • Wealth and Relationships: Whose Money Is This?

    Hannah arrived at the long-awaited family meeting to talk about the family wealth feeling anxious. She knew they were wealthy, having…

    read

  • Wealth and Relationships: 3 Tips For Better Communication

    A next-generation family member said to me “I find it hard to get together with my family to talk about anything meaningful. We end up…

    read

  • Wealth and Relationships: Level the Playing Field

    Cameron’s mother died unexpectedly when Cameron was 25 years of age. This was the first time Cameron met his mother’s financial and legal…

    read

  • Wealth and Relationships: The Trust That Binds

    by Amy Castoro Wealth can complicate relationships and magnify levels of trust positively or negatively. A patriarch had a history of…

    read

  • The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro

    Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on “Preparing Your Heirs”. Click this link to…

    read

  • Wealth and Relationships: 4 Foundations of a Successful Wealth Transition

    What is the difference between successful and unsuccessful transition planning? Successful transitions mean the family remains intact and…

    read

  • Wealth and Relationships: Is Your Family Ready For Wealth Transfer?

    Take this quiz. If you score less than 4 “yes” answers, a successful transfer of wealth is unlikely. Contact us to discuss your results…

    read

  • Wealth and Relationships: When Do We Tell Our Family About The Wealth?

    The question stems from the historical system of estate planning that says there is a certain age when kids are ready. The inevitable and…

    read