David W. Shepherd Jr. Email & Phone Number

The difference between you and the guy who has $100million in his portfolio might be $90-98M, but the reason why the rich get richer FASTER and pass their wealth on for generations is because of this closely-held secret...It's The Family Office.Most business owners don't fully grasp the concept of the family office, which is normally reserved for the top 0.01% of wealthy people.There is a big reason for this.Unless you have an extra $1M - $3M to pay for big salaries, a coordinated and dedicated wealth-building team is out of reach for most people.But let's say you have $2M+ in liquid assets. You're a business ownerYou want to generate more wealthYou want to pay less to the governmentYou want to be protected (legally and financially) from whatever life may throw at you.You want to create generational wealth to pass on.To accomplish these things requires a team of specialists all working together...not in silos.This is where I come in.I have created something we call The Virtual Family Office. This is where we combine all of the key elements of a typical family office that is managing $100M or more.But is designed to work using the same strategies with multiple clients by leveraging technology, which allows us to serve more than one client through virtualization...from any corner of the country.We curated a virtual team “in house” featuring professional consultants in the areas of Tax, Law, Estate Planning, Accounting, Insurance, Charitable Giving, and Business Transition.Together we will develop your Total Client Profile™ based on our proprietary formula for determining how to properly leverage your current wealth:WM (Wealth Management) = IC (Investment Consulting) + AP (Advanced Planning) + RM (Relationship Management) Using this formula - combined with our Shepherd Your Wealth Process® - we have made the family office both virtual and accessible to successful business owners & entrepreneurs who have assets below the typical Family Office Threshold of $100million.If you are ready to harness the power of our Virtual Family Office, then feel free to leave me a note on here or book a call in the Featured Section below.Investment Advice offered through Shepherd Wealth & Retirement, LLC, a registered investment adviser. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.

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  University Of Arizona, Eller College Of Management

  Finance