David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests, Mr. Sloan understands the needs of wealthy families and designs estate plans that include sophisticated techniques which minimize overall taxes. High net worth individuals and families, particularly executives of private and public companies, principals of private equity, venture capital and hedge fund companies as well as entrepreneurs and owners of closely held businesses, regularly turn to Mr. Sloan for advice in all aspects of succession planning and wealth transfer.