Accomplished family office executive with over 20 years of experience in managing high net worth family offices and related organizations. Expertise in investment structuring, tax and estate planning, next-generation education, and charitable initiatives. Proven track record in establishing and optimizing family office operations, including organizational design, staffing, budgeting, and client service excellence.
Board & Committee Member Experience:
Active member of a number of aviation related charitable organizations including Angel flight, a non-profit organization that provides free private air transportation to people seeking medical treatment, Pilots n Paws, a non-profit organization that arranges for free air transportation for animals seeking adoption, Lighthawk Conservation, a non-profit organization that arranges for flights to reposition endangered species, evaluate migration patterns and other environmentally sensitive missions, and Veterans Airlift Command, a non-profit organization that arranges for free air transportation for veterans seeking medical treatment or other compassionate transportation.
Licensed Commercial Pilot with instrument, multi-engine, and helicopter privileges.
Select Direct investment transactions:
} Aircraft Manufacturing Business – Arkansas. Confidential terms.
} Electric Vehicle Manufacturing Business – National. Confidential terms.
} Aviation Software & Technology Company – Colorado. Confidential terms.
} Online Sports Wagering Business – Europe. Confidential terms.
} Cannabis-related Regulatory Analytics Company – Western US. Confidential terms.
} High Performance Ski and Accessories Business – Utah. Confidential terms.
} Solar Financing Business – National. Confidential terms.
} Construction Financing Business - Minnesota. $100M+ equity investment.
} Ranching Operation - Santa Barbara, CA. $50M equity investment plus $20M financing.
} Retail Consumer Drink Business. Seed investor. Sale to Coca Cola.
} Drug therapy Business. Late-stage investor p. IPO. $20M+ equity investment.
} Renewable Energy Business. Pan Africa. $15M equity investment.
} Entertainment Business (film and music content). Based in NY and London. Total equity investment - $30M.
} Homebuilding Business. Sunbelt operation. Total equity investment - $75M - $100M.
} Various restaurant operations (California and Midwest). $5M+ equity investment.
} Oil and gas operations in the Midwest and south (both royalty and operating interests). $50M+ equity investment.
} Experience with concentrated stock positions (rule 144B management, hedging strategies, proxy voting, etc.).
Experience with family real estate and personal property transactions:
} Multi-building Apartment Acquisition in Arkansas. Confidential terms.
} Large-scale Museum Expansion Project in Arkansas. Confidential terms.
} Large-scale Medical School Development and Construction in Arkansas. Confidential terms.
} Large-scale Multi-Use Building in Arkansas. Confidential Terms.
} Hotel operation in Florida.
} Apartment operation in Florida.
} Large-scale hangar acquisition and management in Denver, Colorado.
} Large-scale hangar design, construction and operation in Bentonville, Arkansas.
} Large-scale multi-hangar rehabilitation, operation and management in Bentonville, Arkansas.
} Land development operation (single family housing) in California.
} Raw land acquisition and entitlement in Nebraska.
} Retail power center development and operation in Nevada.
} Numerous private home entitlement, construction, and operation experience.
} Acquisition and construction of large-scale yacht project (180+ linear feet).
} Numerous aircraft sales and purchases ranging from light jets to large intercontinental aircraft.
Experience working on family matters:
} Tax and Estate planning structures (GSTs, GRATs, etc.).
} Charitable giving (setting up Foundations and other structures - CRUTs, CLATS, etc.).
} Hiring and managing house staff including domestic help, drivers, security, pilots, etc.).
} Extensive experience working with private aviation operations, Part 91 and 135.
} Family history / documentation / genealogy research.
} Next generation wealth education.
Public image management, press relations, publicity oversight, etc..