Insights Into Wealth artwork

Episode 19 – Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next

Insights Into Wealth

English - October 24, 2022 04:00 - 19 minutes - 18.3 MB
Management Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: A Conversation with Shawn Bustin, President of AgriRoots Capital
Next Episode: Episode 20: Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP

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.