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  • Wealth and Relationships: Great Wealth ≠ Great Happiness

    Recently, I attended a presentation by Neil Pasricha, a New York Times best-selling author on happiness. He said the idea that we work…

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  • Wealth and Relationships: Starting Conversations in 2022

    The Roman philosopher Seneca is credited with saying, “Luck is what happens when preparation meets opportunity.” In other words, luck…

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  • 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…

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  • Wealth and Relationships: Roles and Responsibilities

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

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  • 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…

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  • 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…

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  • 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…

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  • 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…

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  • 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…

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  • 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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