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

Why do 70% of family wealth transfers fail?

It’s a startling statistic. Years of blood, sweat and tears, passion and purpose poured into your endeavors.  Instead of seeing those efforts bring value and benefit to the world and to future generations, more often than not what results is heartache, pain, and loss. 

It doesn’t have to be this way! 

Bridging the Generations – Transitioning Family Wealth and Values for a Sustainable Legacy provides you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unity intact. 

You’ll benefit from learning:

·       How true wealth is more than an impressive financial  balance sheet

·       How to put the family center and front

·       Five pillars to create a successful wealth transfer and succession for  your family

·       Real life stories of wealth transfers and successions done well and done poorly

·       Strategies you can apply now in your own transition planning

This is a book every successful leader who will transfer wealth, and every professional advisor, and those who stands to inherit significant wealth would benefit from reading.

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.

For more than 52 years, The Williams Group has successfully coached affluent families on how to ensure their wealth legacy is successfully passed on to next generations who are well-prepared for their roles.  Roy compiled studies on thousands of affluent families. He has seen firsthand both the joys and tragedies that wealth transitions can bring.