Mailing address:
PO Box 190
Rock Hill, SC 29731
David Vines has been counseling clients with estate, tax and business planning for over 25 years. David’s experience ranges from preparing relatively simple estate planning documents such as wills and powers of attorney to planning and implementing more sophisticated strategies involving complex irrevocable trusts and family-owned business entities, and he has lectured to other attorneys and CPAs on these topics. David has assisted his clients with all manner of business succession, asset protection, tax minimization, wealth transfer and philanthropic goals, as well as with both simple and complex estate and trust administration. He also has extensive experience working with ultra-high net worth families in the Family Office arena, having held leadership positions with Multifamily Offices and served as the CEO of a Single-Family Office. He understands the benefits that families with complex structures and multi-generational wealth can obtain by having well-coordinated advice from all of their professional advisors and enjoys working as part of a team in that setting. Mr. Vines is also a licensed Certified Public Accountant.
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