Winter 2018

IN THE NEWS  


FORBES:   
How To Leave An Inheritance Without Causing Grief  
by Amy Castoro 
(Feb. 13, 2018)    Read Article

 

 

FINANCIAL ADVISOR MAGAZINE: Bridging Family Wealth, Generation To Generation ,  an interview with Amy Castoro and UBS Advisor Neil Douthat (Jan. 2018)

 

WALL STREET JOURNAL:  The Best Way For Parents To Talk To Children About Family Wealth ( Feb. 12, 2018)   Read Article

 

 

PRUDENT MONEY PODCAST:  Why Do 70% Of Wealth Transfers Fail (Feb. 3, 2018) with Amy Castoro  Listen Now

 

 


WHAT'S ON YOUR BOOKSHELF? 


Our family coaches are often asked, "What's on your bookshelf? What's in your Kindle? Can you recommend a good book?" Here are a few we recommend.   Read More


UNPREPARED RECEIVERS:

FAMILY STORY FROM BRIDGING GENERATIONS


The story begins: A very distraught man called our office. His grandparents provided him part of their estate in installments at specific ages of 35, 40, 45, 50, and 55. The intent was to allow time and maturity to prepare him to become a better steward of the wealth over time. Read excerpt from Bridging Generations 



MEET OUR NEW FAMILY COACHES


The Williams Group family of coaches is growing! 


James Flaherty has more than 30 years of experience coaching top executives at Fortune 500 companies, nonprofit organizations and government agencies.









Fred Krawchuk brings a diverse 30-year background in government, business, and education to his current coaching vocation with families.









Dr. Eunice Aquilina works with leaders, individually and collectively to unlock their capacity to effectively navigate emergent change and achieve the outcomes they seek  









For more about family coaching and a complete list of our coaches   Read More


BRIDGING GENERATIONS  NEW BOOK 



Order today for $20 plus shipping ($27 retail)

"This is a book every successful family leader who will transfer wealth, and every professional advisor, and those who stand to inherit significant wealth would benefit from reading." From a review from Retirement Savvy (Jan. 6, 2018). Read review

"This book is a must-read for anyone who wants to ensure the wealth they leave their family has a positive impact." Pete Coors, Coors Brewing Company

READ THE FOREWORD BY PETE COORS





FAMILY READINESS ASSESSMENT:

50 QUESTIONS THAT CAN CHANGE YOUR FAMILY FOREVER


This in-depth 50-question survey measures your family's readiness for a successful estate transition. This assessment tool is based upon the findings of our family research that identified the core drivers that underlie 95% of post-estate transition failures:
  • Trust and communication 
  • Heirs unpreparedness  
  • Values and purpose of wealth 

This assessment is anonymous and is taken by all family members and provides a baseline for the family's current odds of post-transition success. 

A Williams Group family coach will present your family's findings and offer follow-up actions based upon results. 


How to find out more:
C ontact Amy Castoro, President, The Williams Group at amy @thewilliamsgroup.org or call 949-940-9140


 
ATTENTION TRUSTED ADVISORS:

THE ELEPHANT IN THE ROOM:
HOW TO DEAL WITH DISTRUST IN FAMILIES



New presentation for Estate Planning Attorneys & Financial Advisors:

This is the topic of a new presentation we offer professional advisory firms and associations.

Our talk, tailored to your timeframe and audience, pulls back the curtain on what happens when your clients' children don't trust each other and families don't know how to talk about their money.  Perhaps most importantly, as a trusted advisor, why you should care.
 
We explore:
  • Core drivers behind the 70% failure rate in estate transfers and what happens in families when trust and communication break down
  • How to ensure the governance structure is founded on family values
  • Actions and tools to engage and connect in a more meaningful way with the next generation of your best clients
 
We'll share family stories from our new book, Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy. Our goal is to help you help your families work better together, and help ensure the longevity of your relationships with the inheriting generation.


If you're interested in having us speak at your next client family event, contact Sybil Praski at  sybil@thewilliamsgroup.org or call 303-877-3708. 


The Williams Group | www.thewilliamsgroup.org
Phone:  Email: Marion@thewilliamsgroup.org