David Bokman Chief Wealth Advisory Officer, GenSpring Family Offices (at time of writing) David is chief wealth advisory officer at GenSpring Family Offices. He has experience in a broad range of wealth management issues and has worked in investment banking at The First Boston Corporation and Morgan Stanley and in estate planning at Arthur Andersen & Co. and King & Spalding, where he specialised in sophisticated estate planning for high net worth families. Prior to joining GenSpring, he was a vice president and investment manager at Goldman, Sachs & Co., focusing on high net worth families.
DAVID BOKMAN | FRIDAY, 18 MAY 2012 While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans, they often fail to assist clients with the sensitive task of discussing the plans with the clients' families. ... Read more PAGE: 1 |
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