A New Way to Think About Inheritance
Is inherited wealth a powerful tool or a destructive influence? David York thinks it can be both, depending on how you define and use it.
York is a lawyer who specialises in estate planning, taxation, business planning, and non-profit organisations.
In this thought-provoking TED Talk, he argues that we need to stop envisioning intergenerational wealth transfers in purely financial terms and start thinking about them as opportunities to share values and connections to the next generation.
He uses Walt Disney and Steve Jobs as examples, discussing their family's rich values and ideas and how they turned those legacies into monumental successes that make the world a better place.
For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.
"The trust and feeling of comfort has grown over the eight years since our first meeting."
"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."
"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."
Our job is to make sure that every decision you make moves you closer to your goals.
Take our retirement readiness quiz to learn whether you're on-track to plan for your ideal retirement.
Are You Ready to Retire?
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.