Amy Castoro
President and CEO of the Williams Group, a coaching and consulting firm that helps financial advisors engage with high-net-worth families to develop solid foundations in heir preparedness.
Best podcasts with Amy Castoro
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May 1, 2025 • 1h 15min
Wealth vs Family: An Expert’s View
Amy Castoro, a wealth communication expert with the Williams Group, dives deep into the crucial conversations families must have about money. She highlights why 70% of families struggle with wealth transition and emphasizes the importance of trust and open dialogue. Amy shares insights on teaching children about finances early, fostering values alongside wealth, and crafting a family mission statement. Her practical tools and thought-provoking views challenge listeners to rethink their own relationships with money for a healthier family dynamic.
Jan 25, 2022 • 1h 30min
Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro
Amy Castoro, President and CEO of the Williams Group, specializes in preparing high-net-worth families for wealth transition through enhanced communication and trust. In this engaging discussion, she highlights that 85% of multi-generational wealth loss stems from trust breakdowns. Amy introduces 10 pivotal questions that foster family readiness for inheriting wealth. She emphasizes the importance of early financial education for heirs and practical strategies like family meetings to strengthen relationships and ensure responsible wealth management across generations.
