CEO Podcasts

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The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this Podcast, Family Office Exchange reveals some of these issues in discussions with Family-Office subject-matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families approach ideas like philanthropy, governance, investing, and more.

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NEW EPISODE

Leaning on Trust and Communication for Successful Family Transitions with Amy Castoro

38:26

Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, where she leads a team dedicated to ensuring the smooth transfer of wealth across generations. Amy is a recognized expert in preparing high-net-worth families to successfully transition wealth while maintaining family unity and ...