Peter May's Location
Greater Philadelphia, United States, United States
Peter May's Contact Details
Peter May work email
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Peter May personal email
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Peter May phone numbers
About Peter May
I partner with the top commercial real estate brokers, CPAs, and attorneys in the country to promote economic development by creating liquidity in the real estate market.Economic growth depends on the availability of affordable commercial property for expansion. Until recently, our tax laws have been a barrier to the sale/purchase of highly appreciated/depreciated real estate because of substantial capital gains tax liability. Communities suffer while usable real estate sits idle because property owners are reluctant to incur the tax liability on a sale.Our team has developed strategies for avoiding capital gains tax, thereby making it economically feasible to sell properties at market value which would not be possible otherwise.I am a wealth management executive with 20+ years of experience. I provide high net worth clients and business owners with in-depth expertise in tax planning, financial, business, real estate, estate planning, and philanthropic matters.* Unique combination of experience and knowledge to clients ranging from $10M - $500M.* New revenue stream opportunities from inception to implementation in corporate settings.* National relationships with business partners in fine arts, philanthropy, legal, real estate, and insurance sectors.* Recognized as content expert in trade and financial publications.* Licensed for Insurance.* Certified Financial Planner - CFP®We power the wheels of commerce! Call 215-756-2225Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Peter May are separate and independent entities.Background photo courtesy of https://philly.curbed.com/
Peter May Work Experience Details
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Co-FounderDst SherpaPhiladelphia, Pa, Us -
Co-Founder1031 Sherpa Jun 2024 - PresentAt 1031 Sherpa, we assist clients in offereing 1031 exchanges by leveraging Exchange Manager ProSM, the patented 1031 exchange workflow technology, and the processing capabilities of one of the nation's largest Qualified Intermediaries, Accruit, owned by Inspira Financial.
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Co-FounderDst Sherpa Jan 2020 - PresentExit, diversification and cash flow strategies for owners of investment real estate (commercial & residential). We provide oversight & guidance within the guidelines of 1031 / 1033 exchanges and Delaware Statutory Trusts (DST), including casualty loss & involuntary conversion events. Our approach provides the opportunity to deliver distinctive generational wealth & exit planning solutions for the unique needs of investment real estate owners.Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Peter May are separate and independent entities.
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AdvisorAlphastar Capital Management, Llc Nov 2018 - PresentCornelius, Nc, UsProviding expanded guidance and oversight across all aspects of clients' lives to improve their financial and more importantly, their non-financial well-being....using a transformative approach to navigate clients to their "ideal".Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered investment adviser. Alphastar and Peter May are separate and independent entities. -
OwnerIndependent Wealth Advisor Jul 2010 - Present
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Linkedin Group OwnerArt Solutions...Best In Practice Dec 2009 - PresentOur group was created to promote the discussion of art issues by lawyers, accountants, trust officers, financial planners, insurance agents, artists, professors, students and more.Since our beginnings, we have been able to share solutions and to solve problems within the immediate and extended art & collectibles community....Planning / Buying / Selling / Insuring / Lending / Donating / Gifting / Estate / Repair / Restore / Protect / Transport / Storing / Public / Private / Education / Museums / Creating.Membership continues to grow. 5,000+ (U.S. & Global)
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Linkedin Group ManagerPhilly/Nyc Team Builders Jul 2019 - PresentThis is a closed group formed exclusively for owners, CEOs and business leaders of companies headquartered in and around the greater Philadelphia and NYC areas. Additional members include those that actively engage in providing thought leadership, insight and engagement. Membership is by invitation only.The purpose of the group is to discuss challenges, trends, best practices, and innovation in attracting and retaining a high caliber and high performance work force to compete in a constantly changing, economic, political, and cultural environment.
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Linkedin Group Co-ManagerTrusts & Estates Network Apr 2012 - PresentThis community is for people with family trusts and their professional trust & estate advisors to network with one another and share information and best practices. If you have responsibility for your family's trust and estate planning or management, or are a trust and estate attorney, wealth advisor, CPA, estate planner, trustee, or advisor on wills, trusts and estates or estate planning issues, we welcome you to join our community.
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Advisory Board - Business DevelopmentDocumenttrunk Sep 2016 - Jul 2018Document Trunk* It started with a need* A proactive approach to digital storage* Your life and your wishes are too important for just a computer* Making sure your last word will be delivered, seen and acted upon by those that need to know* http://www.documenttrunk.com/#1276 -
Development CommitteeArts To Grow Oct 2009 - Oct 2017Jersey City, New Jersey, UsArts to Grow works with schools and community organizations in the NY/NJ metro area to provide art programs that change children's lives, inspiring them to love to learn and helping them discover their personal, intrinsic motivation. The programs are highly tailored to meet the specific needs of each group of children. Classes in the performing, visual and literary arts are taught by professional Teaching Artists - experienced educators who actively practice their art form. -
Linkedin Group ManagerThe Naepc Education Foundation Mar 2012 - May 2013The NAEPC Education Foundation assists the public to improve financial awareness and financial literacy while providing high-level educational materials and continuing programs to the professional community in support of the public's estate and financial planning needs.As a 501(c)(3) nonprofit organization The NAEPC Education Foundation generates operating capital to implement its programs and support a lean administrative staff through modest fees from its educational conferences, continuing education programs, and publications, grants, donations and contributions of time and money from dedicated members and supporting financial service organizations.
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Co-Chair Of Corporate PartnersThe Mann Center For The Performing Arts Sep 2009 - Feb 2011Philadelphia, Pa, UsThe Mann has a commitment to education and community engagement through its Access the Arts programs. Today 50,000 complimentary admissions are made available through 350 local community service and charitable organizations and the free lawn ticket program. Additionally, the Mann’s education initiatives reached over 54,000 underserved youth in 2008 with programs including: the Young People’s Concert Series - five major productions designed to educate and inspire young audiences with a wide variety of multi-cultural music, song and dance performances; Connecting Arts-N-Schools which brought performing arts into 15 City schools; and ArtsTeach @ The Mann, a series of expanded youth education workshops in the Field Education Center, offering inner-city youth the opportunity to work directly with artists in a variety of performing arts genres. The Mann is the only major summer entertainment venue in the country with community engagement programs of this magnitude which are also free to everyone -
MemberPlanned Giving Advisory Committee - The Philadelphia Orchestra 2005 - Dec 2010Philadelphia, Pennsylvania, UsThe Philadelphia Orchestra's Planned Giving Advisory Committee is made up of a select group of professionals from the fields of law, financial planning, banking, trusts, investments and insurance. We take this opportunity to thank these professionals who have demonstrated a supportive commitment of their time and expertise to The Philadelphia Orchestra. These professionals have particular experience and interest in either planned giving, or related tax law or in the professional disciplines that border on personal philanthropy. We appreciate the dedicated attention that they give as we meet throughout the year to discuss matters pertaining to planned gifts and the achievement of the Orchestra's long term financial goals. -
MemberArt Resource Alliance Jul 2009 - Jan 2010The ARA is a group of leading professionals who represent a wide spectrum of the fine and decorative arts, with expertise in the maintenance, planning and disposition of these properties. The goal is to provide a forum for collectors, professionals, and cultural institutions and to educate and advise regarding the stewardship and disposition of cultural assets, including issues of collection management and financial, provenance, risk management, financial and estate planning, relationships with cultural institutions, and philanthropy.
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Relationship ManagerPitcairn Oct 2008 - Nov 2009Pitcairn is one of the world’s preeminent multi-family offices, dedicated to helping families sustain and grow the substantial, and often complex, financial assets and the unique heritage of its clients across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office industry since its inception as a family office in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families.
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TrusteeThe Woodmere Art Museum 2007 - Jun 2009Comprised of thousands of works, Woodmere Art Museum’s Permanent Collection focuses on the art and artists of the Philadelphia region. The Museum has an active acquisition program that seeks to develop a comprehensive sampling of artwork by influential artists from throughout the City's long history, from Benjamin West to Nelson Shanks.
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Relationship ManagerWachovia 2005 - 2008San Francisco, California, UsManage individual book of business. Case range ($5M - $500M). Ranked Top New RM in 2006. Generated new leads from centers of influence and external referrals regionally and nationally. Designed art panel seminars with strategic partners both internally and externally resulting in new business. Expanded revenue stream through art and collections from regional to national level. Expanded editorial contact base. Contacted as subject matter expert in art planning for trade and financial publications (Wealth Manager, National Underwriter, Wall Street Journal). -
Wealth StrategistWachovia Jan 2004 - Oct 2005San Francisco, California, UsFacilitated case management in collaboration with RMs. Case range ($10M - $500M). Developed new revenue stream concept for art and collections from inception to implementation in corporate setting. Designed art panel seminars with strategic partners. Broadened contact base to national level. Referred to as a subject matter expert in art planning for trade and financial publications (ARTNews, Wall Street Journal).
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DirectorCalibre - North (Wachovia) Oct 2000 - Jan 2004Managed the Financial and Estate Planning segment of Wachovia's initial Family Office Practice. Interacted with internal partners and other professionals within the Practice. Subject matter expert - the.caliber.papers (Quarterly Journal for Calibre's Client Families) (Winter 2002 & Summer 2003).
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Interim DirectorFinancial Planning Group (First Union National Bank) Feb 2000 - Oct 2000Managed Design/Technical Support unit. Interacted with Senior Business Advisors, Estate Planners, Financial Planners and other professionals within Financial Planning Group. Designed business succession, charitable strategies and estate plans for privately held and/or family owned corporations. Researched, analyzed and evaluated restructuring, design and planning alternatives for clients within Financial Planning Group. Coordinated with client's legal counsel to assure design implementation. Establish fee guidelines.
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Senior Technical DesignFirst Business Advisors (At First Union National Bank) Nov 1998 - Feb 2000Integrated boutique design approach into new corporate structure. Part of national footprint design team.
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Assoc Senior CounselMid-Atlantic Companies, Ltd. Apr 1998 - Nov 1998Designed and supported solutions for M&A consulting, execution, as well as business succession, charitable strategies and estate plans for privately held and/or family owned corporations. Researched, analyzed, and evaluated restructuring, design and planning alternatives for clients with minimum net worth of $20 million and exceeding $100 million. Coordinated with client's legal counsel to assure design implementation. Provided oversight, guidance and product supervision in Senior Counsel's absence.
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General CounselFoundation Systems Inc. 1995 - 1998
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Associate CounselMid-Atlantic Companies, Ltd. 1993 - 1995
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Tax & Audit SeniorCaldwell Coren & Co. 1986 - 1989.
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Audit Senior, StaffArthur Andersen & Co. 1982 - 1985
Peter May Skills
Strategic Financial Planning
Strategy
Risk Management
Financial Planning
New Business Development
Estate Planning
Management
Leadership
Insurance
Wealth
Art
High Net Worth Individuals
Financial Advisory
Financial Planners
Mergers And Acquisitions
Strategic Planning
Wealth Management
Investments
Finance
Wealth Management Services
Trusts
Financial Services
Small Business
Portfolio Management
Museums
Strategic Partnerships
Philanthropy
Succession Planning
Collectibles
Asset Management
Disability Insurance
Personal Property
Tax
Business Development
Asset Allocation
Investment Advisory
Executive Management
Due Diligence
Alternative Investments
Personal Finance
Investment Strategies
Private Wealth Management
Wealth Transfer Planning
Risk Mitigation
Asset Managment
Problem Solving
Public Speaking
Peter May Education Details
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Villanova University Charles Widger School Of LawTax -
Capital University Law SchoolTax
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Saint Louis UniversityAccounting
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Cy-Fair High School
Frequently Asked Questions about Peter May
What company does Peter May work for?
Peter May works for Dst Sherpa
What is Peter May's role at the current company?
Peter May's current role is Co-Founder.
What is Peter May's email address?
Peter May's email address is pj****@****zon.net
What is Peter May's direct phone number?
Peter May's direct phone number is +161052*****
What schools did Peter May attend?
Peter May attended Villanova University Charles Widger School Of Law, Capital University Law School, Saint Louis University, Cy-Fair High School.
What skills is Peter May known for?
Peter May has skills like Strategic Financial Planning, Strategy, Risk Management, Financial Planning, New Business Development, Estate Planning, Management, Leadership, Insurance, Wealth, Art, High Net Worth Individuals.
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