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The First Step Toward
Successful Wealth Transition

& Family Unity

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What We do for Families

For over 60 years, we have been helping families answer the question, “How do we pass on our wealth and maintain family unity?” We teach families the essential skills to ensure relationships stay strong, the next generations are motivated, and the family legacy endures. We have served over 1200 families and businesses across the U.S. and Canada.

Through the work of The Williams Group, families learn the essential skills of how to build trust with one another; move beyond the past and see new ways of building relationships; and foster direction, purpose, and involvement for individual family members, and for the family as a unit.

Pete Coors

Chairman,

Coors Brewing Corporation

services

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Amy A Castoro, President & CEO williams group estate planning advisors

“Our commitment is to enable families to strengthen trust and communication to ensure their families will thrive, and their wealth will be a force for good in the family for generations to come.“

Amy A. Castoro, President & CEO

Co-author Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy

meet our team

IN THE PRESS

Read

Plan a Smooth Succession for Your Family Business

In this HBR article by Amy Castoro and Fred Krawchuk, they talk about how families can find balance, new perspectives, and implementing high-trust behaviors for a smooth succession.

Read
Listen

Episode 265 of the Financial Advisor Success Podcast

Michael Kitces talks with Amy Castoro about how estate plans are only half of the equation for a successful wealth transfer to the next generation.

Listen
see in the press

  • The Williams Group has my highest recommendation. To be in their presence and to learn from them is an honor and a joy!
    Eileen Fisher
    Founder,
    Eileen Fisher, Inc.
  • My testimonial here
    Paul Keiswetter1
    President & CEO, 2
    Petoskey Plastics 3
  • My family and I worked with The Williams Group for several years learning and practicing the steps outlined here. With this work, I am confident we have established a way forward that preserves all the family assets, including the most important: care, love and unity.
    Peter E. Gilgan
    Founder & CEO,
    Mattamy Homes Ltd.
  • My Testimonial
    Alex Dovbnia
    Web Developer,
    KellyBrady
WHAT OUR FAMILIES SAY

white paper

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