Tag: Estate Planning
Why Your Estate Plan Deserves a Second Look with Donald Scott (Ep. 10)

Why Your Estate Plan Deserves a Second Look with Donald Scott (Ep. 10)

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Most people spend thousands creating an estate plan, only to hide it in a drawer and never talk about it again. But what if the most powerful part of your plan isn’t the documents? It’s the conversations that come after.

In this episode, Brady Fineske, CFP®, welcomes Donald Scott, Director of Estate Planning at TFO Wealth Partners and Director and Vice President of TFO Trust Company. Together, they explore how to approach your estate plan with clarity, flexibility, and purpose, whether you’re updating an old binder or building a family legacy from scratch.

Brady and Donald discuss:

  • The three essential questions every estate plan should answer
  • How lifetime trusts can protect your children without limiting them
  • Why equal isn’t always fair when it comes to inheritance
  • How family meetings can prevent future conflict and misinterpretation
  • And more

Connect with TFO Wealth Partners: 

Connect with Donald Scott:

About Our Guest:

Donald Scott is the Director of Estate Planning for TFO Wealth Partners and helps lead TFO Trust Company as its Director and Vice President. A former partner at Husch Blackwell, he brings decades of experience in estate planning, tax law, and fiduciary guidance. Donald is known for helping families align their financial decisions with their values and build legacies that last for generations.

 

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.

493aWP – 2026.02

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How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

How to Build the Integrated Wealth Team Your Family Deserves with Chris Erblich (Ep. 7)

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Managing wealth can feel like building a house, except you’re also the architect, plumber, and electrician. 

But what if that’s setting your family up for confusion or even failure?

In this episode, host Brady Fineske, CFP®, is joined once again by Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, to explore why families with significant wealth need integrated planning and coordinated advisory teams. 

Chris shares personal stories and professional insights into building purposeful legacy plans, explaining how a lack of communication, outdated advisors, and disjointed teams can compromise everything. 

What to expect:

  • 03:02 The role of integrated teams in preserving wealth and family harmony
  • 13:05 The #1 trait to look for in any financial advisor
  • 15:38 How “following the money” can help ensure your interests are aligned
  • 24:06 Why family meetings might save your legacy
  • And more!

Connect with TFO Wealth Partners: 

Connect with Chris Erblich: 

About our Guest: 

Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Wealth Partners, Chris collaborates with TFO’s leadership team to develop the firm’s vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is “What is your wealth for?”). Chris likes to measure his day and the day of each of his colleagues by asking a simple question: “Did you help a family today?”. Chris’s purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.

 

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. 

466aWP – 2025.12

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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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What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

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Many families focus on growing wealth and minimizing estate taxes. But the bigger risk? Falling into the same trap 90% of successful families do by losing the wealth within three generations due to a lack of shared values and meaning.

In this episode, Brady Fineske, CFP®, speaks with Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, who shares powerful, real-life stories that demonstrate how wealth without purpose often fails. 

Through emotional anecdotes, from banana peels to legacy letters and life-defining questions, they explore how families can and should pass down more than wealth itself.

Chris discusses:

  • Why most families fixate on the estate tax “40% problem” and ignore the much greater “90% problem” of generational wealth loss
  • A billionaire who reframed his legacy around job creation, revealing to his children the true purpose behind his wealth
  • A heartfelt letter from a father to son that became the most valuable asset passed down, not financial, but moral
  • The “dash” concept: a tool used in family meetings to reflect on how each member is spending their time and energy to create impact
  • A conversation with Clayton Kershaw that reframed professional accolades as a platform for purpose, challenging listeners to identify their own
  • And more

Connect with TFO Wealth Partners: 

Connect with Chris Erblich: 

About Our Guest: 

Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Wealth Partners, Chris collaborates with TFO’s leadership team to develop the firm’s vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is “What is your wealth for?”). Chris likes to measure his day and the day of each of his colleagues by asking a simple question: “Did you help a family today?”. Chris’s purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.

 

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. 

423aWP – 2025.08

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