For Love & Money: A Comprehensive Guide to the Successful Generational Transfer of Wealth - Hardcover

Williams, Roy O.; Ingram, Colin

Hardcover

ISBN 10: 1880710013 ISBN 13: 9781880710012

Publisher: Robert Reed Pub, 1997

Synopsis

There are few books available to prepare parents who want to raise children who are able to receive money and use it responsibly. The old ways of transferring assets to children and grandchildren-which rely solely on legal and tax advice-are not working. A whole new way of looking at this challenge is necessary. For Love & Money introduces a new paradigm, which the author calls the Integrated Wealth Transfer Process. This process is explained in detail in an easy to understand way that will enable families to learn how to discuss sensitive subjects openly and honestly, thereby reaching mutual consensus regarding the family mission and the management of family assets. Also included are two useful appendices: Succession Instruments and Recommended Additional Reading. Roy O. Williams is a recognized authority in the field of family coaching, and all of the information in this book was gathered during his work with families over the past thirty years.

About this title

About the Author

Amy A. Castoro is President and CEO of The Williams Group, successor to Roy Williams, and a Senior Family Coach at The Williams Group for over seven years. She brings more than two decades of experience to her role.

Amy works with affluent families and their businesses to build a legacy of prosperity, cultivate trust, and care for future generations.  Her commitment is to bring awareness of the impact of wealth on families, embed the skills of trust and communication, and build alignment of purpose across generations.

Amy helps organizations and families realize the power of promoting individual goals inside of a shared value structure.  Her goal is to ensure that wealth in all its forms is used wisely and becomes a force for good contributing to the family and the community and culture where they live and influence.

She has been a successful leadership coach working with companies, including The Walt Disney Company, Adecco Corporation and Grant Thornton Management Consulting.

Amy holds a Bachelor of Arts in Organizational Psychology from Adelphi University in Garden City New York.  She is a Master Somatic Coach through the Strozzi Institute. She has studied with Pluralistic Networks focusing on power, wellbeing, and navigating constant change. She has received additional training from Dr. Fernando Flores focusing on the dynamics of working in teams.

Amy spends her free time with her husband John of 27 years and two children, Julian and Georgia.  You can find them either walking along the river in Princeton New Jersey, kayaking in Naples Florida, or sailing in the Adirondacks of New York.

Review

"...a book any family struggling with money questions can use...practical and wise." -- John O'Neill, California School of Professional Psychology

"...a wonderful book. The wisdom and experience come shining through." -- Howard Stevenson, Harvard University

"...the best book available on the subject of family business." -- Pete Coors, CEO, Coors Brewing

"Filled with wisdom that will prepare your heirs and build character and values." -- Jack Canfield, Co-author

Edition details

• Publisher: Robert Reed Pub
• Publication date: 1997
• ISBN 10: 1880710013
• ISBN 13: 9781880710012
• Binding: Hardcover
• Language: English
• Edition number: 1
• Number of pages: 230