Family Capital Strategy

About 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

03. Cross-Generational

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.

TEAM

Firm Leadership

David C. Wells, Jr.

Founder and CEO

With nearly 15 years of experience conducting strategic and investment analysis, David founded the firm in 2019. Prior to the firm, 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, having been the founder of a long-short hedge fund and as a senior equity analyst. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.

David serves as 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. He has completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management. He is also a 21/64 Certified Advisor, a unique designation develop by the Bronfman (Seagram’s) family’s charitable efforts to develop those who work in an advisory role with multi-generational families.

David has served in a broad range of governance roles. He currently serves as Chairman of the Board of Nashville Classical Charter School and as Treasurer of Traveller’s Rest Historic Home. An Eagle Scout, David is a magna cum laude graduate of Wake Forest University. 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.

THe Right Partner

Why Work with FCS?

Southeast Based

Located in Nashville, TN

Strategic

We stay engaged on the strategic level and keep clients from getting caught up in the weeds

Team Mentality

We are comfortable working alongside existing advisors, family office staff and family leadership

Flexible Engagements

Able to work in hourly, flat-fee or retainer based engagements

Street SaVvy

We know where / how fees are hidden and are able to help our RFP clients get the best deal

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Jargon Free

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
info@familyCapitalStrategy.com