Family Capital StrategyAbout US
01. Conflict Free
We are implementation agnostic, and are not a wealth or asset manager. Our goal is the right strategic solution regardless of the ultimate service provider
02. Bespoke and Pragmatic
While we have a methodology to our work, each engagement is customized to the unique needs of the family. We are focused on moving the ball down the field towards an implementable solution
It is not unheard of to have 4 different generations gathering at the table to make decisions. We work closely to understand each generation’s viewpoints and motivations and bring them into the decision making process.
David C. Wells, Jr.
Founder and CEO
With 15 years of experience conducting strategic and investment analysis, David founded the firm in 2019. Previously, David was a Partner at Woodmont Investment Counsel in Nashville, an ~$800MM Registered Investment Advisor where he worked closely with families and institutions at the intersection of investment, strategy and governance. Prior to Woodmont, he has a lengthy background as a fundamental investor and consultant, having been the founder of a long-short hedge fund and as a senior equity analyst.
David has and continues to serve in a broad range of governance roles. David is the Chairman of the Board and Chairman of the Investment Committee for the private trust company of a 75 member Midwestern family. He is also a Board Observer on the family’s Holding Company board. As well, he currently serves as Chairman of the Board of Nashville Classical Charter School in Nashville, and as a member of the Steering Committee for the Nashville Chapter of the Private Directors Association.
An Eagle Scout, David is a graduate of Wake Forest University, magna cum laude, Beta Gamma Sigma. He has completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management. Additionally, he is a Chartered Financial Analyst (CFA) charter holder. He is also a 21/64 Certified Advisor for those who work in an advisory role with multi-generational families.
He was recognized in 2017 as one of Nashville’s Forty under Forty and in 2019 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry.
THe Right Partner
Why Work with FCS?
Located in Nashville, TN
We stay engaged on the strategic level and keep clients from getting caught up in the weeds
We are comfortable working alongside existing advisors, family office staff and family leadership
Able to work in hourly, flat-fee or retainer based engagements
We know where / how fees are hidden and are able to help our RFP clients get the best deal
We know talking financials and strategy can quickly fly overhead. We educate and make sure all owners can have their voices heard
Schedule a Complementary Consult
3322 West End Ave - Suite 200 Nashville, TN 37203
+1 615 270 5750