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…
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Wealth and Relationships: Start the Conversations Now
A successful business owner was becoming forgetful, but he wouldn’t admit it. He was making uncharacteristic decisions and becoming…
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Wealth and Relationships: Your Estate Plan Won’t Protect Family Relationships
A patriarch wanted to leave his wealth to his three daughters; however, he wanted to be hands-off and did not care how they utilized the…
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Wealth and Relationships: How to Talk About the Family Money
Talking to the kids about the family money is often a conversation that gets “kicked down the road” until it is too late. Left…
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Wealth and Relationships: Little Questions Can Make a Big Difference
By Joel Kimmel, Senior Lead Family Consultant Through my work with The Williams Group for over 20 years, I found the biggest difference…
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WSJ article “How to Know When to Quit Your Job”
Great article by Betsy Morris for The Wall Street Journal. In a family business, knowing when to step aside rather than down makes the…
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Wealth and Relationships: Alignment vs. Agreement
Alignment vs. agreement. Merging expectations inherent in generational wealth can be tricky if an agreement is the only option. Conflict…
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Family Meetings About Wealth and Wealth Transfer
Amy Castoro is quoted in this article from the Institute for Preparing Heirs on how important it is for advisors to refer families to…
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Wealth & Relationships: Be Curious, Not Critical
The complex conversations needed to prepare heirs for wealth transition are often stalled because family members are afraid of being…
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Wealth and Relationships: Navigate Challenging Conversations
Inherent in transitioning wealth is the need to navigate challenging conversations. A mantra we use is “The right conversation at the…
