Conway Wealth Presents: “Will Your Wealth Unify or Divide Your Family”


Conway Wealth Group presented a special event in our Aligning Life & Wealth webinar series with Life & Wealth Network member, The Williams Group, a family wealth coaching organization with a 50+ year history of helping UHNW families navigate complex, sometimes emotional, and changing circumstances.

Conway Wealth Presents: “Will Your Wealth Unify or Divide Your Family” with The Williams Group

Like the best run companies, resilient families have cultures of adapting to change but doing so with thought and intentionality. On Tuesday, January 26th, we heard directly from The Williams Group’s CEO and President, Amy Castoro for a briefing and discussion on how best to help families transition wealth while maintaining family unity and harmony.

Agenda:

•Learn the impact of family dynamics on successful wealth transfer and what you can do to day to prepare your family
•Learn what separates families that are successful and why some fail
•Discover ways to start the conversation with your family
•Engage in conversation about how much wealth is enough and how to navigate that conversation with your family
• Question and answer session