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

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Acerca de los autores: 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 Mana

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.