Amy Castoro's Contributions

Amy Castoro on Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy

Jan 16 – Most families fail to transfer their wealth onto their kids and heirs, Amy Castoro of The Williams Group explains. In today's Lifetime Income podcast, we interview Amy about her new book, Bridging Generations, on why so many families have trouble...

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

Dec 20 – 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...

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