Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations when they don’t all agree.
Hear Amy Castoro, CEO & President, The Williams Group, talk about the NextGen Leaders Institute 2025-26 program for emerging family leaders age 30-50 ready to carve their own path in families of affluence.
Maintaining family harmony between family and business lies in learning together. Skillful love means intentionally prioritizing…
Mom and Dad’s dream of the family vacation property providing a respite of family unity can become a minefield of family discord. Intended to be …
From our team to your family team, we say thank you for the honor and privilege it is to be a part of your lives. We wish you all a…
Serve up some “Emergent Listening” this Thanksgiving and see your connection with your loved ones deepen. Emergent listening is not the…
The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to…
The Cavanaugh family decided that any family member having a “significant” decision-making financial responsibility role within the…
Our research shows transitions occur more smoothly when: 1. Heirs are better prepared 2. Relationships among family members are…
Hannah arrived at the long-awaited family meeting to talk about the family wealth feeling anxious. She knew they were wealthy, having…