Consulting

Dave consults with associations, foundations, and business owning families on the topics of Family Business Continuity, Wealth Stewardship, Leadership Development and Ownership and Management Transitions.

Dave’s consulting approach seeks to blend the financial and non-financial aspects surrounding family, money and business to enhance the likelihood of meaningful and effective planning. He insists on using an inclusive and collaborative approach both with family members and the professionals that serve them. Dave is best known for his facilitation of planning teams to create a roadmap for families to navigate the challenging task of owning a vibrant business while maintaining a healthy family relationship.

To inquire about the possibility of Dave consulting with your family, e-mail Dave at davespecht@gmail.com.

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