The Elephant in The Room: How to Deal With Distrust in Families

Date: May 8, 2018

Time: Noon ET (60 Minutes)

Guest Speakers: Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Family coach and President of The Williams Group, Amy Castoro, shares from her extensive experience with successful families to pull back the curtain on what happens when the kids don’t trust each other, and families don’t know how to talk about their money.  Why should advisors care and what can be done before the estate transitions? Amy will share stories from her new book, Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy, and steps advisors can take.

Introduction to Our Guests Speakers

Amy A. Castoro, President, The Williams Group

Amy A. Castoro is President of The Williams Group, a family coaching firm, and co-authored of the new book, Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy. As a coach, Amy advises individuals, families and teams on how to build trust and collaborate more effectively. She has more than two decades experience in developing leadership competence, aligning ambition and purpose, and increasing production and productivity.

 

Sybil Praski, Client Development, The Williams Group

Sybil Praski joined The Williams Group after a 31-year career as a successful financial advisor and founder of her own wealth management firm. Sybil was an early adopter of generational wealth transfer planning that included helping families prepare their heirs for inheritance. More recently, Sybil speaks at workshops and conferences on the preparing heirs topic, drawing from her advisory experience working with families.

Not a Member? Request Guest Access

 
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Teleconferences & Webinars

Tuesday, May 1st
Noon ET (60 Minutes)
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations: A Story About Family, Wealth and Beating the Odds
Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

Tuesday, May 8th
Noon ET (60 Minutes)
The Elephant in The Room: How to Deal With Distrust in Families
Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group 

Tuesday, May 15th 
Noon ET (60 Minutes)
Generation Impact: Next Gen Donors are Revolutionizing Giving
Sharna Goldseker, Executive Director, 21/64

Tuesday, May 22nd
Noon ET (60 Minutes)
Best Practices for Family Recreational Assets
Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory

Tuesday, May 29th 
Noon ET (60 Minutes)
NO SESSION TODAY

By |2018-04-24T12:51:27+00:00April 24th, 2018|Family Office Summit, Intersections|