Month: September 2025
Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

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It’s easy to underestimate the role of a trustee until you’re wearing the hat yourself.

On this episode of The Wealth and Purpose Podcast, host Brady Fineske, CFP®, welcomes Donald Scott, VP & Director, TFO Trust Company, to peel back the layers of this complex responsibility. 

Donald shares how trustees juggle administrative, investment, and distribution duties and why “not knowing what you don’t know” can be a costly mistake.

Listeners will discover:

  • The difference between technical expertise and true wisdom
  • South Dakota’s surprising advantage in trust law
  • Why appointing family members can strain relationships
  • How trust companies maintain continuity over generations
  • And more

Connect with TFO Wealth Partners: 

Connect with Donald Scott:

About Our Guest: 

Donald Scott has been serving wealthy families for over 15 years. In his role as a Family Wealth Strategist with TFO Wealth Partners, Donald is responsible for providing strategic advice to client families on a wide variety of financial topics that impact their lives. In addition, Donald leverages his past experience as an estate planning partner in a national law firm in his role as Director of Estate Planning with TFO. Donald also serves as Vice President and Director of TFO Trust Company, serving affluent families with various trustee services designed to fit their specific needs. 

 

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.

424aWP – 2025.08

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Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

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When your family gathers, what topics do you discuss, and what do you avoid?

In this deeply human episode, host Brady Fineske, CFP®, sits down with seven-time New York Times bestselling author and family strategist Bruce Feiler to explore the surprising truths behind what helps empower families to thrive. Bruce shares powerful lessons from his own life and 15 years of research, revealing that great families aren’t born, they’re built through intention, communication, and storytelling.

From family meetings rooted in Agile methodology to rituals that create a safe space for values to flourish, Bruce offers practical tools that any family can adopt, whether you’re raising toddlers or preparing to pass down a legacy.

What to expect in this episode:

  • How structured family meetings can build unity and resilience
  • The #1 predictor of a child’s emotional well-being
  • The critical difference between family dinners and rituals
  • Why storytelling is a legacy-building superpower
  • And more!

Interested in a copy of Bruce’s book “The Secrets of Happy Families”?
It’s easy. Subscribe to our YouTube channel and fill out the form by clicking on the link below. We’d be happy to send you a copy.

Complete our form to get a copy of Bruce’s book!

Connect with TFO Wealth Partners: 

Connect with Bruce Feiler: 

About Our Guest: 

Bruce Feiler is one of America’s most thoughtful voices on contemporary life. He is the author of seven New York Times bestsellers, including LIFE IS IN THE TRANSITIONS, THE SECRETS OF HAPPY FAMILIES, and COUNCIL OF DADS. Bruce’s three TED Talks have been viewed more than four million times, and he teaches the TED Course “How to Master Life Transitions.” Employing a firsthand approach to his work, Bruce is known for living the experiences he writes about. His work combines timeless wisdom with timely knowledge turned into practical, positive messages that allow people to live with more meaning, passion, and joy. His new book, THE SEARCH: Finding Meaningful Work in a Post-Career World, is a bold new roadmap for finding meaning and purpose at work, based on insights drawn from hundreds of life stories of Americans from all backgrounds and vocations.

 

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. 

422aWP – 2025.08

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More