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Stories Behind the Wealth
Stories Behind the Wealth

Planning With Purpose: How to Build a Legacy That Lasts with Brian Balduzzi (Ep. 5)

23 December 2025 33:18 Gaffar Chowdhury

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About this episode

Most people think legacy planning is about documents. Brian Balduzzi shows why it actually starts with understanding the people you love and the impact you want to leave behind.

In this episode, Gaffar Chowdhury, CAP®, sits down with estate planning and tax attorney Brian Balduzzi, Associate at Faegre Drinker, for a conversation about intentional planning, thoughtful giving, and preparing families for life’s turning points.

Brian and Gaffar discuss:

  • How he helps families plan, prepare, and protect their wealth
  • Why business owners need to think about timing long before an exit
  • The growing role of donor-advised funds and impact-focused giving
  • Strategies for mitigating estate and income taxes during major transitions
  • How to plan for chosen family, multi-generational dynamics, and next-generation leadership
  • And more!

Connect with Gaffar Chowdhury:

  • LinkedIn: Gaffar Chowdhury
  • LinkedIn: District Wealth Strategies
  • Website: District Wealth Strategies
  • Facebook: District Wealth Strategies

Connect with Brian Balduzzi: 

  • LinkedIn: Brian Balduzzi
  • Website: Faegre Drinker

About Our Guest: 

Brian Balduzzi, Associate at Faegre Drinker, is an estate planning and tax attorney who guides entrepreneurs, executives, and multi-generational families through lifetime and legacy planning. His work spans charitable strategies, business succession, complex trust design, and collaborative planning with advisors, accountants, and valuation experts. With credentials including CFP, CEPA, Accredited Estate Planner, MBA, JD, and LLM, Brian helps clients create plans that align their wealth with their values and prepare the right people to make the right decisions when it matters most.

The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC.  The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment specialist.

Gaffar Chowdhury is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. OSJ 530 Gaither Road, Suite 350, Rockville, MD  20850 (301)355-5800.

District Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

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