David A. Bratcher

Background

About David A. Bratcher

Advisor and advocate to ultra high net worth clientele and their families. Serving families to deliver a process oriented approach to address complex situations with integrated partnerships. Specifically working with those that have controlling interests of closely held entities to align vision for the organization with the aspirations for their family. Facilitating advice oriented solutions to allow for confident decision making for the life cycle of the organization and the management of generational wealth. Implementation topics can include complex cash management, asset protection and preservation techniques, capital management, multigenerational wealth transfers, tax planning, informal business valuations, M&A structure and/or options analysis, compensation arrangements, and growth/acquisition planning.