Amy 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 and successfully transfer family wealth and values for a sustainable legacy.

Amy offers more than two decades of experience developing leadership competence, aligning ambition with purpose, and increasing satisfaction 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.

Amy holds a Bachelor of Arts in Organizational Psychology from Adelphi University, Garden City New York. She is a Master 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 creating high performing teams. 

Amy's Book:
Bridging Generations – Transitioning Family Wealth and Value for a Sustainable Legacy (2017)

Publications:
"The Rise of Women as Philanthropic Leaders” (Trusts & Estates, May 2018)
"How to Leave an Inheritance Without Causing Grief" (Forbes, February 2018)
"What to do when your client's family can't get along" (Financial Advisor, February 18, 2018)
"Wealth Transition & Entitlement: Shedding Light on the Dark Side of a Charmed Life" (The Journal of Wealth Management, Fall 2015)

 

 

Amy Castoro
President and CEO
The Williams Group

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