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Mentioned in 1 episodes

Bridging Generations

Transitioning Family Wealth and Values for a Sustainable Legacy
Book • 2022
Author
Roy Williams
Author
Amy Castoro

Mentioned by

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 Amy Castoro

Mentioned in 1 episodes

Recommended by
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Amy Castoro
 as it provides family examples and ways to manage conversations.
Wealth vs Family: An Expert’s View
Mentioned by
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Amy Castoro
 as a book that speaks directly to the whole space of multi-generational wealth challenges.
Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro

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