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

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

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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: 

Connect with David York:

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

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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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