Lunch Meeting

April 24,2025

11:30AM Networking Begins      12:00 Noon Presentation

Topic: Will Your Wealth Unify or Divide Your Family?

Amy Castoro

President and Chief Executive Officer
The Williams Group

Amy Castoro is a highly sought-after speaker specializing in preparing families for successful wealth transition within ultra-high-net-worth (UHNW) families. With deep expertise in helping families transfer wealth and values across generations, Amy provides insightful, engaging, and relatable presentations that empower advisors, estate attorneys, families, and family business leaders to start the essential conversations needed to proactively prepare families for successful wealth transition.

Amy has presented at prestigious organizations and events, including STEP International Conference WY, Lehigh Valley Community Foundation, North County Estate Planning Council, Purposeful Planning Institute, FOX Executive Council Meeting, Family Wealth Alliance Annual Conference, CFA Management Conference in Toronto, R360, FORT, Nu Orange County Estate Planning Council, Lehigh Valley Philanthropy Institute, BNY, Niagara Community Foundation, UBS Wealth Symposium, RBC Wealth Management Summit, Geller & Company, Northern Trust, Bryn Mawr Trust, Crestone Capital Annual Summit, Carter Center Webinar,. Her thought leadership in preparing families for wealth transition has made her a trusted voice in the field.

With 15 years of highly specialized knowledge and experience Amy emphasizes the importance of strong family relationships and high-performing teams in achieving successful estate transitions. Her background at The Walt Disney Corporation, Adecco Corporation, and Grant Thornton Management Consulting has provided her with a strong foundation in leadership and organizational dynamics.

Amy is the author of a well-received book published in 2017 and has contributed to Forbes, Harvard Business Review, Trust & Estates, CNN, and Financial Advisor. Her presentations offer estate attorneys and financial professionals a deeper understanding of how to build trust, enhance communication between generations, and engage the rising generation of wealthy families. Known for her practical insights and engaging delivery, Amy equips her audience with actionable tools that foster collaboration and long-term family success.

Her presentations are widely praised for being educational, insightful, and memorable, with a touch of humor that keeps audiences engaged.

What People Are Saying About Amy’s Presentations

"I was in the audience for a presentation by Amy on wealth transfer and keeping families thriving. She engaged us with thought-provoking questions and interactive exercises. By the end, audience members were thinking differently about their role in helping families build trust and collaboration across generations."
— Robert F. Phelps, Jr. | Managing Director | J.P. Morgan

"You engaged the audience brilliantly and we learned a lot."
— William Super, CPA – North County Estate Planning Council

"Thank you for a superb presentation. You delivered the best presentation of the entire conference!"
— Alan Pratt, Pratt Legacy Advisors

"Best presentation in years—bring her back! Centered around relationship questions for use in conversations with clients, which is a unique part of our business."
— Estate Planning Council of Lehigh Valley

Amy in the Media

Amy has been featured as a guest on multiple podcasts, including:

• Balanced Growth Show with Dr. Travis Parry – Having a Centered Day with Amy Castoro
• Tech Money Podcast with Malcom Ethridge – Talking to Your Family About Money
• Financial Planning Podcast with Tobias Salinger – 5 Questions on Succession and Planning for UHNW Families
• Financial Advisor Success Podcast with Michael Kitces – Connecting With Ultra-HNW Heirs Through Trust and Communication
• The Motley Fool Rule Breaker Investment Podcast – Transitioning Wealth Across Generations

Published Articles by Amy

Amy’s thought leadership is showcased in publications such as Harvard Business Review, WealthManagement.com, Financial Advisor Magazine, and Trusts & Estates. Some of her notable articles include:

• “Financial Literacy Isn’t Enough for Lasting Family Legacies” (WealthManagement.com, 2025)
• “Plan a Smooth Succession for Your Family Business” (Harvard Business Review, 2022)
• “4 Tensions in Family Businesses – and How to Work Through Them” (Harvard Business Review, 2020)
• “How to Leave an Inheritance Without Causing Grief” (Forbes, 2018)
• “Wealth Transition & Entitlement: Shedding Light on the Dark Side of a Charmed Life” (The Journal of Wealth Management, 2015)

Amy’s expertise, engaging speaking style, and ability to provide practical, actionable strategies make her a standout voice in the field of wealth transition and family dynamics.

The meeting will be held at the

St. Petersburg Yacht Club  

11 Central Avenue, St. Petersburg FL 33701

Advance reservations are required.

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