Family Offices: Not to be Underestimated

GREATER NASHVILLE CHAPTER EVENT

Family Offices: Not to be Underestimated


With the rising prominence and of family offices, more and more advisors are encountering them day-to-day, either as a potential buyer for one of their clients, or elsewhere. David will explore what to expect from this growing category of entities, and why the family office has increased so much in recent years. He will also discuss information that advisors need to know to help their clients and potential clients when working with family offices.

Learning Objectives:

  • Explore family offices and what to expect when encountering them
  • Explore the rise of family offices and why Tennessee has seen such an increase
  • Examine how family offices think about exit planning, how they can play a part in exit planning, and what advisors need to know for their clients

 

About the Presenter:

Hear from industry expert David Wells, Founder & CEO.
Meet the Presenter

This Event is Free to Attend! Thanks to our Sponsors:

This meeting will be held at the Bradley Arant Boult Cummings Law Offices.

Address: Roundabout Plaza, 1600 Division Street, Suite 700, Nashville, TN 37203

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINashville.org.

About the Presenter


David Wells

David Wells

Founder & CEO

Meet David Wells.

Founder & CEO
Family Capital Strategy
With 15 years of experience conducting strategic and investment analysis, David founded Family Capital Strategy in 2019. Previously, David was a Partner at Woodmont Investment Counsel in Nashville, an ~$800MM Registered Investment Advisor where he worked closely with families and institutions at the intersection of investment, strategy and governance. Prior to Woodmont, he has a lengthy background as a fundamental investor and consultant, having been the founder of a long-short hedge fund and as a senior equity analyst.

David has and continues to serve in a broad range of governance roles. David is the Chairman of the Board and Chairman of the Investment Committee for the private trust company of a 75 member Midwestern family. He is also a Board Observer on the family’s Holding Company board. As well, he currently serves as Chairman of the Board of Nashville Classical Charter School in Nashville, and as a member of the Steering Committee for the Nashville Chapter of the Private Directors Association.

An Eagle Scout, David is a graduate of Wake Forest University, magna cum laude, Beta Gamma Sigma. He has completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management. Additionally, he is a Chartered Financial Analyst (CFA) charter holder. He is also a 21/64 Certified Advisor for those who work in an advisory role with multi-generational families.

He was recognized in 2017 as one of Nashville’s Forty under Forty and in 2019 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).