When does wealth truly become legacy?
Brady Fineske, President of TFO Wealth Partners, sits down with David York, attorney, CPA, author, and co-founder of COREnology, to explore how families can transform wealth into a tool for unity, values, and purpose.
David shares the seven disciplines of families who successfully transfer wealth and why clarity of identity and purpose matters more than tax structures or technical planning. Together, they unpack how to prepare children for wealth, not just with it, and how values-based planning creates stronger, more connected generations.
Expect to learn:
- The seven habits of families who successfully pass on wealth and wisdom
- How to move from fear-based to opportunity-based legacy planning
- Why purpose and identity are more powerful than tax strategy
- How tools like COREnology help families define, measure, and live their values
- And more!
