Speaker

David Herzig

David Herzig is a Tax principal with Ernst & Young LLP’s Private Client Services Tax practice. For more than 20 years, he has advised individuals and families in their domestic and international estate and charitable planning, helping to resolve the challenges faced by family businesses during business succession and tax planning. He advises family businesses, their owners and family members on growing and preserving their wealth while dealing with business succession, governance, income tax and transfer tax. He also has extensive experience advising families on the setup and structure of their private foundation.