Tag Archives: Inheritance

69. Vince McMahon Sr. and the Evolution Of Generational Values



Vince McMahon Sr. is best known for founding the company that eventually became World Wrestling Entertainment. In a family business, which the WWE very much is, passing down core values can be a struggle as future generations look to create their own paths.

In this episode, David Lenok is joined by Kelley Wolfington, Senior Wealth Strategist at SEI Private Wealth Management, in dissecting the idea of inheriting values. She reveals the importance of creating conversations between generations to develop an effective plan for the future.

Kelley discusses:

  • How the generational divide impacts personal values;
  • The importance of introducing commonalities between generations; 
  • Where the financial advisor fits within the conversation;
  • How to have open conversations with advisors with your family members around;
  • And more!

Editor’s Note: This episode was recorded before the recent allegations against Vince McMahon Jr. came to light.

Connect With Kelley Wolfington:

Connect With David Lenok:

About Our Guest:

Kelley Wolfington provides holistic advice in the areas of trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning and family communications strategies for ultra-high net worth and high net worth individuals and families. Her responsibilities include collaborating with internal and external colleagues and partners to craft and deliver such advice as well as develop strategies, techniques, tools and materials related to these advisory areas. She helps facilitate a perpetual process to improve her clients’ condition by working with them to navigate goals, values and visions for themselves, their families and their communities.




61. DMX: Planning For Blended Families



David Lenok is joined by John Pantekidis, chief investment officer and general counsel at Twin Focus, to discuss the struggles of determining inheritance with children from multiple partners and the legal and tax issues when children are taken into account.

With over 74 million records sold worldwide and a lucrative career that took him in many directions, Earl Simmons, better known as rapper DMX, died in April 2021. He left behind a complex inheritance scenario with fifteen children, and his fiancée Desiree Lindstrom’s attempts to be recognized as his common law partner through the courts.

In this episode, David and John address the laws and rights of partners, ex-wives and children in complex situations such as this.

They discuss:

  • How divorce can complicate relations and inheritance after death;
  • The importance of estate planning in all scenarios;
  • Why disinheritance can be a benefit;
  • and more.

Connect With John Pantekidis:

Connect With David Lenok:

About Our Guest:

John is a managing partner at TwinFocus and serves as the Chief Investment Officer (CIO) and General Counsel. John has been with the firm since January 2007, six months after the firm’s launch. In this role, he heads the firm’s investment research and complex tax planning efforts, working closely with clients to help them design and implement innovative family office structures.

As the firm’s CIO, he also leads research efforts to develop new and creative investment policies, oversees due diligence for manager search and selection, and plays a multi-faceted role in guiding the firm’s private investment activities by identifying, negotiating, modeling, and structuring deals from a fundamental investment and multi-generational perspective. John has also designed and implemented the firm’s sophisticated options overlay program.