Virtual Event

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Event Date Thu Jan 27 EST (in 8 days)
Location Virtual Event
Region All

Transferring wealth and assets to future generations may be the ultimate estate planning goal, yet studies have shown it is difficult to achieve.
How do you see that your wealth brings value and benefits to future generations? How do you start planning your legacy?
During this webinar, we will share advice on how to plan for a successful wealth transfer, explain the impact of family dynamics, and identify what separates families that are successful from the rest.

The Williams Group is a family wealth coaching firm that helps families navigate wealth transfers as well as complex and evolving circumstances.


Guest Speaker:

Amy Castoro
President and CEO of The Williams Group