What We Do For Families


“At The Williams Group, we teach families to engage in the challenging conversations they may be avoiding and are causing discord.  Our commitment is to enable families to strengthen trust and communication to ensure their family will thrive and their wealth will be a force for good in the family for generations to come.” 
                                                                         - Amy A. Castoro, President & CEO


Drawing from 50 years of family coaching, we proactively engage the family in important conversations that build the essential competencies required to ensure a successful transition of wealth and values across generations.


  1. We bring families closer together—before, during and after wealth transition—by creating higher levels of trust and enabling honest communication
  2. We prepare heirs to be contributors to the family, and family business, while leading fulfilling lives
  3. We ensure your wealth will have a positive impact on your family and that they remain together
  4. We provide tools to answer the question "How much do I give them and when?"
  5. We align philanthropic goals within a family to maximize the impact of giving

In our important work with families, they learn the skills to ensure a solid foundation of relationships to keep a family strong and the family business solid. The skills of high trust and honest communication are essential to successful estate planning and asset management.


Who We Are

Our families acquire high levels of trust and honest communication so their estate plans are implemented as intended.

For more than 50 years we have been helping families answer the question “How do I pass on this wealth so every member of the family and the business thrive?” Our family coaches are uniquely trained experts in building and managing trust and communication so wealth can successfully pass from one generation to the next with family unity intact. We have served over 300 high net worth families and their businesses across the US and Canada.


How We Do It                                                           

Our goal is to work ourselves out of a job.

We know our work is done when a family successfully navigates challenging conversations on their own. They are able to have honest and open conversations on a regular basis and have embodied the skills that demonstrate high levels of trust. Families are able to work well together, and have clarity regarding their role and expectations in the family legacy. We include the entire family, spouses, grandparents, and children over the age of 16. We offer family meetings, one on one coaching, and family business consulting.


Our Process in 3 Phases

Our tried and true process involves 3 distinct phases:

  • Assessment & Recommendations
  • Awareness & Learning
  • Alignment and Implementation 

All steps are highly customized to meet each family where they are and empower them to accomplish their goals with sustainable practices.


Our Fees

As a coaching organization, we work on a meeting-by-meeting basis based on family needs and as long as the family is finding value. Our fees are based on a combination of a flat fee and hourly billing structure.