David Scott Sloan works closely with clients to design and implement sophisticated strategies that are integral to their family wealth planning. High-net-worth individuals, particularly principals of private equity, venture capital and hedge fund firms, executives of private and public companies, entrepreneurs and owners of closely held businesses, regularly turn to Mr. Sloan for advice in all aspects of succession planning and wealth transfer. Mr. Sloan understands the needs of wealthy families and creates plans that address their financial and philanthropic goals while also minimizing transfer taxes.