Step New York Luncheon Meeting: Tuesday, January 22, 2019 “How advisors can engage family dynamics to improve

Tuesday, January 22, 2019

STEP NEW YORK: Luncheon Meeting:  Tuesday, January 22, 2019

TOPIC: “How advisors can engage family dynamics to improve retention

and access the next generation”

Speaker:  Amy Castoro, President & CEO, The Williams Group  

Amy Castoro has specialized in preparing high-net worth families to prepare the next generation to successfully transfer family wealth and values for a sustainable legacy.  Amy brings more than two decades of experience in developing leadership competence, aligning amvition with purpose, increasing authentic communication and productivity for her clients.  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.  Ms. Castoro has written numerous articles on this subject and in 2017 her book, “Bridging Generations – Transitioning Family Wealth and Values for a Sustainable Legacy” was published.

Where: The Law Offices of Duane Morris, LLP:  1540 Broadway, 14th Floor, New York, N.Y. 10036 (Entrance is on 45th Street)

CLE/CPE will not be given for this program

Lunch will be served,  if you have any special dietary needs please email : jeryl.pine@step.org

Click Here to Register