The Williams Group

It is our hope that the silver lining of gratitude that has graced so many of our family conversations this year, the innovation that has emerged to adapt to unprecedented challenges, and the increased generosity for those in need continues into 2021. May it be your best year yet. #succession #familybusiness #familyoffices #heirs #uhnw #wealthtransfer #legacyplanning #hnw #financialadvisors #financialplanning #legacyplanning #successionplanning #familycoaching

Congratulations to our very own Amy Zagorski Castoro for ranking as a top 10 episode on The Motley Fool Rule Breaker Investing podcast with David Gardner and making The Besties of 2020! Take a listen to the podcast here. #heirs #wealthtransfer #succession #successionplanning #legacyplanning #legacy #familyoffice #familybusiness #uhnwi #uhnw #hnw #financialadvisors

Four Steps to Taking the High Road This #Thanksgiving https://linkedin.com//four-steps-taking-high-road-thanks/ #wealthtransfer #familytime #familybusiness #heirs #legacy #succession #uhnw #hnw #financialadvisors #trustandcommunication

The pressure on #nextgeneration family members who grow up in great wealth created by lustful leaders can be paralyzing. Resetting expectations on both sides of the relationship to aim for singles and doubles now that the homerun has already been hit might be a good place to re-engage their self-confidence. #succession #familybusiness #wealthtransfer #legacyplanning #uhnw #hnw #familyoffice #financialadvisors #heirs

Read Amy Castoro's new article on WealthManagement.com "Four Common Family Stress Fractures and 5 Steps to Repair Them" - Let us know your thoughts and let's start a conversation. #wealthtransfer #heirs #familybusiness #familyoffice #uhnw #hnw #successionplanning #legacy #governance