David Neubert, CPA
David serves as a Managing Director leading the Pre-Sale Planning Group. He works closely with business owners and families on a variety of wealth management issues, including preparing to transition business ownership, estate and gift planning, philanthropy, family governance and multi-generational planning.
David joined GenSpring Family Offices in 2004 as Managing Director for Tennessee, helping to build out the firm’s presence in Tennessee and serving families. In 2009, he was named President of GenSpring Family Offices in Nashville, Tennessee, overseeing operations and delivery of wealth management services to our client families.
Prior to joining GenSpring, David served as a founder and Director at The Perigee Group, a planning boutique working nationally with wealthy individuals and large family offices providing tax consulting services. Prior to The Perigee Group, he was a Senior Manager in Arthur Andersen’s family wealth planning group where he helped clients throughout the United States meet their estate, succession, charitable, investment and income tax planning needs. While at Andersen, David served on firm wide specialty teams and was a national resource on different technical issues. He was also a Director of Arthur Andersen’s Center for Family Business. David began his career in KPMG’s personal financial planning practice.
David is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). He has held numerous securities and insurance licenses as part of his consulting.
He received a B.A. degree in Business Administration from Rhodes College and a M.S. degree in Accounting from the University of Virginia.