Tim Davis

Background

About Tim Davis

Drawing upon my extensive experience in commercial and consumer banking, I strive to help successful individuals and their families address the complexities of managing their financial lives currently and for years to come.My select team of knowledgeable specialists work collaboratively and closely with active and retired high-net-worth clients including owners of family businesses, C-suite executives at privately held businesses, generations of their families, and non-profit organizations on both coasts.Encouraging the innovative formulation of customized strategies, I manage the input of specialists on my team. My goal is to create a framework for clients where tax minimization strategies and estate planning services align with tailored investment management, wealth structuring, exit planning, and credit and lending solutions for residential and commercial purposes. I also assist clients who seek legacy planning to help them pass along wealth and values to their children and grandchildren.