Entrusted

Building a Legacy That Lasts

Book • 2023

Author

Andrew L. Howell

Author

David R. York

Entrusted: Building a Legacy That Lasts outlines seven core disciplines used by successful families to create lasting legacies.

It focuses on beneficiary-centric planning, aligning financial assets with family values and goals to ensure a harmonious and purposeful wealth transfer across generations.

Mentioned by

Dan Martell

Alex Kirby

Mentioned in 1 episodes

Recommended by

Dan Martell

for those with significant net worth to learn about wealth preservation, legacy planning, and giving back.

177 snips

I’ve read 2000 books - these 13 will make you RICH

Mentioned by

Alex Kirby

, who quotes David York on estate planning, saying clients aren't uninformed, they're uninspired.

220 Doing Legacy Better: The Conversation Advisors Aren’t Having (and Why It Wins Trust + Retention) with Alex Kirby

Mentioned as a book co-written by the guest about what families can really do in terms of perpetuating their legacy.

How to "Build a Family Bank" Like the Rockefellers Without Raising Trust Fund Kids

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