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.

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