You are cordially invited to an exclusive evening at The Country Club of St. Albans featuring the insights of Amy Castoro, President & CEO of The Williams Group and co-author of Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy. For more than 50 years, The Williams Group has helped ultra-high net worth families navigate complex, emotional, and changing circumstances.
This exclusive dinner event is part two of our Generational Wealth series, and Amy will be expanding on the topics that she shared during our webinar in October. As with our webinar in October, the focus will be how families can achieve a successful wealth transfer from one generation to the next. That being, a wealth transfer where the family retains long-term control of family assets and individual family members remain unified throughout the process.
This will be an interactive evening that will include activities that are designed to help your family move from having an estate plan to a true multi-generational wealth management strategy. You will also have the opportunity to discuss these important topics with other attendees and ask questions of Amy Castoro and Brand AMG advisors.
This will be a very intimate event by invite only. We hope you can join us for what promises to be a very impactful evening focused around managing family wealth and family dynamics. If you have any questions you’d like answered before you decide to attend, please call our office to speak with one of our advisors.
Event Details
Date & Time: Thursday, May 18, 2023 from 6:00 – 8:30 PM
Location: The Country Club of St. Albans located at 3165 St Albans Rd, St Albans, MO 63073
Accommodations
For guests traveling from out of town for this event, we would recommend reserving rooms at The Inns at St. Albans, which is roughly a mile away from The Country Club of St. Albans where the dinner will be hosted.
Event Menu*
Main Dish: Beef tenderloin or chicken
Beverages: Beer, wine, tea, coffee, and soda will be available
*If you have dietary restrictions, are vegetarian, or have food allergies, please let us know by sending an email to info@brandamg.com
About the Presenter
AMY CASTORO
President & CEO, The Williams Group
Amy is the President and Chief Executive Officer of The Williams Group. For ten years Amy has specialized in preparing high-net-worth families to prepare the next generation to successfully transfer family wealth and values for a sustainable legacy.
Amy brings more than two decades of experience in developing leadership competence, aligning ambition with purpose, and increasing authentic communication and productivity. Amy’s experience with The Walt Disney Company, Adecco Corporation and Grant Thornton Management Consulting provided her with a strong foundation of leadership in organizations.
She holds a Bachelor of Arts in Organizational Psychology from Adelphi University in Garden City, New York. She is a Master in Somatic Coach through the Strozzi Institute. Amy completed a three-year business course with Hecht and Associates which emphasized the design of new offers and optimizing threats and opportunities in business. Amy is a widely published in NYT, WSJ, HBR among others. She is also a sought after keynote speaker.
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