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.
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.