[Webinar Recording] Will Wealth Unify or Divide Your Family?

Like the best-run companies, resilient families have cultures of adapting to change but do so with thought and intentionality. In this webinar, The Williams Group’s CEO and President, Amy Castoro, and Senior Lead Family Consultant, Joel Kimmel, shared how successful families transfer their wealth to help prepare the next generations. 

Watch the event recording to learn:

  • The impact of family dynamics on successful wealth transfer and what you can do today to prepare your family
  • What separates successful generational wealth transfers from those that fail
  • Ways to start the conversation with your family

As always, we invite you to connect with our team to discuss the material covered or your personalized wealth management strategy.