Combining real-world insights and relevant conceptual thinking, David engages audiences by skillfully making the complex clear and actionable.  When delivered with a dose of wit, audiences leave with a deeper understanding and encouragement to move forward.

David is available for speaking engagements globally

David regularly speaks with diverse audiences at conferences, family summits, seminars, and on panels. If you have an upcoming event, please contact us to learn more.

David has spoken at events hosted by:


Common Topics for Speaking

David often delivers customized talks to meet the needs of a particular audience or conference.  That said, here are a few common topics that are often requested.

Family Offices

What is a family office? Should you start one for your family?  If you are already in the wealth management business, should you begin offering family office services?

Shaping Future Generations

How do you think about bringing future generations of the family into the picture? What do they need to know? What do you need to know?  How should education be delivered and structured?


How should a family think about its investing approach?  What are the basics and how do they intersect with the long-term priorities of the family? Often this may evolve into education on a specific investing topic.

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Nashville, TN