David founded Triple Peel International LLC in 2017. He is a U.S. domestic and international consultant to Ultra-High Net-Worth families with over 10 years of successfully addressing complex tax, estate planning, real estate, and wealth transfer challenges. He is accomplished in navigating multi-generational dynamics and effectively engaging beneficiaries across generations. David's other career highlights include working overseas for several years in Bermuda and Switzerland, working in Big 4 accounting firms, and working in wealth management firms. David is a Certified Public Accountant licensed in New Jersey, New York, and Florida as well as a registered Personal Financial Specialist.
Triple Peel International