about us
Jacob Davis, President
Jacob is trusted by ultra-high net worth clients with their most sensitive and confidential personal data, which he keeps simple, clean and organized.
He has 22 years of experience in serving ultra-high net worth clients including Fortune 500 executives, NBA, PGA and MLB athletes, Family Office clients, non-profit Foundation executives and some of the wealthiest individuals and families in the country.
Most recently, Jacob was a Director and Family Office Principal with Merrill Lynch Family Office Services serving clients for the past 11 years. In this role, he also led the day-to-day bill pay, bookkeeping and reporting operations of Merrill Lynch Family Office Services.
Additionally, Jacob managed business processes and operational efficiencies and continuously searched for ways to enhance the client experience. Clients and staff alike enjoy working with Jacob.
His previous work experience includes financial and investment reporting and tax preparation and planning services at regional public accounting firms. Jacob earned his Masters of Accountancy from the Marriott School of Management at Brigham Young University (BYU) and his J.D. from the J. Reuben Clark Law School at BYU.