Roy Williams and Amy Castoro on the Successful Transition of Family Wealth and Values

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Amy Castoro

Jim welcomes Roy Williams and Amy Castoro of The Williams Group. Roy is the co-author of Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. Roy and Amy address the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control.

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About James J Puplava CFP

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