David B. Sugar Email & Phone Number

David Sugar has over 30 years of wealth advisory and trust administration experience. David leads our high net worth business unit providing a comprehensive wealth management approach with experience in complex financial structuring, tax/estate strategies and family office services such as philanthropy and family governance. In addition to leveraging Morgan Stanley’s global resources; The Capitol Group is supported by a dedicated team of Family Office resources. David serves high net worth to ultra-high net worth, multi-generational families with liquid investment as well as illiquid assets that consist of concentrated public stock, privately held companies, commercial real estate, intellectual property, art and collectibles. Many of these clients have significant philanthropic endeavors and entities such as Private Foundations, Donor Advised Funds, Charitable Lead and Remainder Trust. Many of the Capitol Group clients have complex legal structures and advanced planning entities that requires knowledge of the benefits, management, and developments in the technical aspects of the legal and tax structures. David has experience with managing complex financial structures, tax/estate planning strategies and delivery of family office services such as philanthropic and family governance. He has developed a focus and concentration on clients’ monetization and liquidity planning for privately held companies and concentrated public stock holdings.For many clients, The Capitol Group provides a customized portfolio management component. David oversees a team of four professionals and serves as the co-chair of The Capitol Group investment committee. David is the Senior Portfolio Management Director responsible for the creation of proprietary portfolio models. In addition, David has significant experience with providing access to clients that are qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. David earned his B.A. from The Ohio State University and his Law Degree from Capital University. He lives in Upper Arlington with his wife Susan and their four children. In his free time, David enjoys golf and travelling with his family.If you’re an individual seeking to leverage the benefits of our team, please do not hesitate to contact me via phone at (614) 229-4952 or email at David.Sugar@morganstanley.com.Please visit our team webpage at: fa.morganstanley.com/thecapitolgroup