Nashville Family Office

David Neubert is president of GenSpring's Nashville family office. He oversees operations and delivery of wealth management services to our client famlies. He works closely with families on a variety of wealth management issues, including estate and gift planning, philanthropy, family governance, and multi-generational planning.

Prior to joining GenSpring, he 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, David 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. 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.