in the press
Why Trust is the Backbone of Successful Wealth Tranfer – Part 1
This RBCwealthmanagement.com article by Amy Castoro is part 1 of a 3-part series. Here she talks about how the recipe for a successful wealth transition include trust and communication.
Family Business as a Life Sentence
This Trust & Estates article on wealthmanagement.com by Amy Castoro and Natasha Davis talks about your alternatives when working in the family business.
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.
Balanced Advisor Podcast Ep. 42 Have a Centered Day
Dr. Travis Parry talks with Amy Castoro about her journey with balance and how she’s helping families with transitioning wealth through generational coaching and planning.
The Tech Money Podcast Ep. 32 Talking to Your Family About Money
Malcolm. Ethridge, CFP® talks with Amy Castoro about how #financialadvisors prepare assets for the family, but The Williams Group prepares the family for the assets.
Tobias Salinger hosts Amy Castoro on the Financial Planning Podcast
Tobias Salinger talks with Amy Castoro about succession, family dynamics, and how the value today is on the holistic care of families, not just the assets.
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.
