Monthly Archives: April 2020

Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro 

Are you willing to let your children take the reigns of the family business? Giving your children the space to try and make their own mistakes as they learn will help you identify who is ready to take on the family business.

In this episode, David Lenok, senior editor at, speaks with returning guest Amy Castoro, president and CEO of The Williams Group, about what advisors can do to help high-net-worth parents to prepare their children to inherit wealth. David and Amy discuss the Steinbrenner family and the approach they took to allow their children to succeed in their way, which allowed them to rise to the top and step in for dad when needed.

In this episode, you will learn:

  • Life changes – why staying flexible is essential for success
  • When working with the next generation, helping them focus on how they can contribute to the business yet maintain their own identity
  • Why providing guidance and allowing the opportunity to make mistakes is crucial to learning
  • And more!

Tune in now and learn how to help your children get excited about the business and find their way to contribute!

Resources: | The Williams Group

Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley

Whether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are your digital assets. What happens to those accounts when you die?

In this episode, David Lenok, senior editor at, is talking with Karin Prangley, Senior Vice President Private Wealth Management at Brown Brothers Harriman. The two dive deep into the topic of digital assets and estate planning loosely using the estate of Technology Legend Steve Jobs.  

In this episode, you will learn:

  • What is a digital asset, and how are they controlled
  • When and where to use a digital executor 
  • Why it is not as simple as having a username and password for the deceased
  • How your estate handles cryptocurrency
  • And more!

Tune in now and figure out the “need to knows” about digital assets and your estate plan.

Resources: | Karin Prangley LI