As Managing Director of Expatriate Wealth Management, David focuses on tax and wealth planning for our cross-border clients as well as ensuring that we are up to date on the latest tax laws. David is an industry expert on international tax planning for cross-border families with U.S. tax obligations – with special focus on the Netherlands and Switzerland.
David spent eight years with Ernst & Young in Palo Alto and Amsterdam, eventually leading the U.S. tax group in The Netherlands. He then established the U.S. tax practice of TaXpat (now Grant Thornton Expatriate Services) before founding CLVN, a boutique tax and financial planning consultancy based in Amsterdam. David graduated cum laude from Cal Poly University, San Luis Obispo, with a degree in Business Administration and double concentration in Finance and Accounting. He holds CPA, PFS and CFP® credentials and is a member of the Chamber of Commerce and the American Business Club of Amsterdam. He is based in our Amsterdam office.