As stated in the introduction, I was fortunate to hear our next guest, David York, speak at a conference focused on practitioners helping their affluent clients build purpose. David said his keynote speech with such elegance and intention, conveying numerous empathetic moments and wanting to change how the world views wealth. As a thriving author, speaker, estate planning attorney, and CPA with more than 25 years of experience, David has found principles and processes to help clients with their planning and perspectives for wealth in the 21st century, which he will share with us today.

In addition, David will discuss the lies around money for ultra-high-net-worth families, and we will also get into exciting topics around happiness, meaning, stewardship and inheritance!

Visit David's site or buy his books here.