Amy A. Castoro | WealthManagement.com

Sponsored By

Amy A. Castoro

Amy A. Castoro

President, The Williams Group

Amy A. Castoro is president of The Williams Group, a family coaching firm, in San Clemente, Calif., and co-author of Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy.

Latest from Amy A. Castoro

leadership UHNW meeting

Financial Literacy Isn’t Enough for Lasting Family Legacies Financial Literacy Isn’t Enough for Lasting Family Legacies

byAmy A. Castoro

Jan 8, 2025

3 Min Read

family at funeral in front of casket with bouquet of flowers

Six Steps to Avoid Family Collapse During Sudden Change Six Steps to Avoid Family Collapse During Sudden Change

byAmy A. Castoro

Apr 3, 2024

7 Slides

All from Amy A. Castoro

Wealth and Relationships: Five Tips to Keep the Peace at the Family Vacation Home

Wealth and Relationships: Five Tips to Keep the Peace at the Family Vacation Home

byAmy A. Castoro, President

Castoro GettyImages-626760516.jpg

Estate Planning

Family Business as a Life Sentence

Family Business as a Life Sentence

byAmy A. Castoro, Natasha Davis

Ten Ways to Talk About Family Wealth

Ten Ways to Talk About Family Wealth

Ten Ways to Talk About Family Wealth

byAmy A. Castoro, President

"Whose Money Is This?" Part 3: Defining Values

"Whose Money Is This?" Part 3: Defining Values

byAmy A. Castoro, President

Estate Planning

"Whose Money is This?" Part 2: Build Relationships Based on Trust

"Whose Money is This?" Part 2: Build Relationships Based on Trust

byAmy A. Castoro, President

Estate Planning

"Whose Money is This?" Part 1: Prepare the Heirs

"Whose Money is This?" Part 1: Prepare the Heirs

byAmy A. Castoro, President

Four Common Family Stress Fractures and 5 Steps to Repair Them

Four Common Family Stress Fractures and 5 Steps to Repair Them

byAmy A. Castoro, President

Five Healthy Habits for Virtual Family Meetings

Five Healthy Habits for Virtual Family Meetings

byAmy A. Castoro, President

Advisor: Heal Thyself

Advisor: Heal Thyself

byAmy A. Castoro, President

Tips to Promote Family Harmony

Tips to Promote Family Harmony

byAmy A. Castoro, President

brick wall crack

Help Clients Avoid Family Business Fractures

Help Clients Avoid Family Business Fractures

byAmy A. Castoro, President

Melinda Gates

Women Are Taking the Philanthropic Reins

Women Are Taking the Philanthropic Reins

byAmy A. Castoro, Kathleen Loehr

castoro_518

Estate Planning

The Rise of Women as Philanthropic Family Leaders

The Rise of Women as Philanthropic Family Leaders

byAmy A. Castoro, Kathleen Loehr