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Estate Planning Council to Host Talk on Extending Family Philanthropy

Allentown, Pa., October 23, 2018— In celebration of Estate Planning Awareness Week, the Estate Planning Council of the Lehigh Valley will hold a talk by Amy Castoro, President & CEO, The Williams Group, entitled “Will Your Client’s Wealth Unify or Divide Their Family?” The talk, sponsored in part by the Lehigh Valley Community Foundation, will be held Thursday, October 25, 2018, at the Northampton Country Club.

Castoro will make the case that trusted advisors can build deeper relationships with their clients and prospects, access and engage the next generation to improve retention, and ensure family unity during wealth transition. “Advisors can gain more insight into how to interact with their clients to reduce the impact of wealth and wealth transfer on their families,” Castoro explained. “Advisors also explore the additional satisfaction—beyond asset growth and retention—that comes from actively engaging the inheriting generation to become productive contributors to family unity, wellbeing and legacy."

The talk will explore core drivers behind the 70 percent failure rate in estate transfers and what happens in families when trust and communication break down, and how to create alignment regarding the estate plans and family governance. Castoro will explain best practices for engaging the whole family and actions and tools to engage and connect in a more meaningful way with the next generation of clients.

About Amy Castoro | President & CEO, The Williams Group

Amy CastoroAmy Castoro is the President and Chief Executive Officer of The Williams Group. For eight 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.

Castoro 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. She is engaged with continuing education with Dr. Fernando Flores focused on the dynamics of working in teams.


See the photo album from the event...