The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

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! Interested in exploring COREnology for your family? Visit their website at https://corenology.com/  Also, if you’re interested in a copy of either of David’s books, we’ve supplied links below: Entrusted: Building a Legacy That Lasts The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World  Connect with TFO Wealth Partners:  TFO Wealth Partners LinkedIn: Brady Fineske, CFP® LinkedIn: TFO Wealth Partners Facebook: TFO Wealth Partners Instagram: TFO Wealth Partners X: TFO Wealth Partners YouTube: TFO Wealth Partners Connect with David York: David R. York  Purchase books by David York LinkedIn: David R. York COREnology About Our Guest: David R. York is the CEO and Co-Founder of COREnology and one of the nation’s leading voices on family legacy, estate planning, and purposeful wealth. A practicing estate planning attorney, CPA, and sought-after speaker, David helps families bridge the gap between financial success and lasting significance. He is the author of several acclaimed books, including Entrusted: Building a Legacy That Lasts and The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, which challenge traditional views of inheritance and empower families to define wealth through values and identity. Known for blending technical expertise with a deeply human perspective, David’s work inspires families to move beyond preserving assets to cultivating thriving generations connected by purpose and meaning.   TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.  All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.  460aWP – 2025.11