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Mentioned in 1 episodes
Bridging Generations
Transitioning Family Wealth and Values for a Sustainable Legacy
Book • 2022
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Mentioned in 1 episodes
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as it provides family examples and ways to manage conversations.

Amy Castoro

Wealth vs Family: An Expert’s View
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as a book that speaks directly to the whole space of multi-generational wealth challenges.

Amy Castoro

Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro