Rethinking Ownership: The Hidden Forces Shaping Family Wealth
From Legacy Builders: Strategies for Building Successful Family Enterprises by Cory Gagnon
April 10, 2026 · 47 min · Episode 66
About this episode
The episode explores how humility, curiosity, and stewardship influence family wealth and legacy planning.
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.
People in this episode
Host: Cory Gagnon
Guest: David York
Topics covered
- family wealth
- legacy planning
- self-awareness
- stewardship
- responsibility
- continuity
Keywords
- family wealth
- legacy
- stewardship
- estate planning
- business planning
- self-awareness
Mentioned in this episode
Organizations: York Howell, American College of Trust and Estate Counsel, Purposeful Planning Institute
Books & works: The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, Dudley’s Castle
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