Episode
Rethinking Ownership: The Hidden Forces Shaping Family Wealth
- Published
- Apr 10, 2026
- Duration seconds
- 2809
- Processing state
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- https://beaconfamilyoffice.com/legacy-builders-podcast/
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Summary
In this episode, we’re joined by David York, Director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow of the American College of Trust and Estate Counsel and a Dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness, and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact.