For nearly 30 years, Mr. Spence has provided his clients with innovative planning strategies for protecting and optimizing family wealth, through tax, estate, trust, business and philanthropic planning. He brings this extensive experience to bear not only in traditional estate planning contexts, but also in the context of tax and wealth planning in advance of major liquidity and business funding events and in preparation for immigration or emigration.
Mr. Spence's clients are domestic and international individuals, families, businesses, charitable organizations and corporate fiduciaries. In his long career, he has advised some of the largest, and most complex estates in the world. They engage him for his innovative, outside-the-box thinking, but he is just as comfortable advising Silicon Valley entrepreneurs and helping family businesses become multi-generational.
In his spare time, David enjoys playing golf outdoors, and playing guitar indoors