Legacy Builders · 2026-04-10 · 47 min
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. We talk about why humility matters in the way we learn, lead, and prepare the next generation, some of the fears that can quietly shape family decisions over time, and the shift from simply owning wealth to stewarding it with greater purpose.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next80 / 100
The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises58 / 100
Return on Meaning: Rethinking Wealth Beyond Financial Capital
The Architecture of Ownership: How Families Build Structures That Last
Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life
