David assists international families to form Family Offices for the purpose of effectively managing their business operations, succession planning, and supervising their investment portfolios, as well as coordinating certain services in the areas of art collections and philanthropy.
During his 46-year career, David started with the UK Ministry of Defence and then with major US and Japanese Banks in the areas of Corporate Banking, Private Wealth Management, and Trust and Estate Planning for over 40 years. David has a unique network of very experienced contacts across Europe, Middle East, and Asia which adds significant value to international families from a variety of ethnic and cultural backgrounds.
David graduated from the University of Bristol in the UK and is bi-lingual English and German.
Peter’s core focus is extracting value for founders and family offices, and he believes in a ‘Stakeholder Framework’ to deal...