Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next

from Insights Into Wealth · host BULLWEALTH

Today, Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Amy Castoro, President and CEO of The Williams Group and author of Bridging Generations: Transitioning Family Wealth and Value for a Sustainable Legacy, to explore how different families prepare for the transfer of wealth from one generation to the next. As you can imagine, the transfer of wealth is a very personal and at times, challenging conversation between family members, where expectations and timing can range dramatically. Amy shares many relatable stories that are both thoughtful and insightful.

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This episode is 19 minutes long.

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This episode was published on October 24, 2022.

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