David Bokman, Head of Family
Office Resources, Morgan Stanley

David Bokman is a Managing Director and the Head of Family Office Resources for Morgan Stanley Wealth Management. Family Office Resources provides ultra high net worth clients with world-class, comprehensive services including family governance and wealth education, philanthropy, estate planning strategies, trust services, single family office advisory and lifestyle advisory.

David’s diverse background has convinced him that ultra high net worth families benefit by approaching their wealth management needs from the broadest possible perspective. Prior to joining Morgan Stanley, he spent 13 years at GenSpring Family Offices, where he served, first, as founder and president of the Atlanta office, then as head of the firm’s Wealth Advisory Center and, finally, as Chief Advisory Officer responsible for the overall delivery of the firm’s family office services. David also has previous experience with ultra high net worth clients as a vice president with Goldman Sachs’ Private Client Group, as a partner with King & Spalding focused on trusts and estates law, and as a senior tax manager with Arthur Andersen.

David graduated summa cum laude from Yale College in 1984 and received his J.D. from Yale Law School in 1988.

Nicolas Tavormina, Head of Wealth and Estate Planning Strategists, Morgan Stanley

Nicolas Tavormina is the Head of the Wealth & Estate Planning Strategists team within Morgan Stanley’s Family Office Resources. Nicolas has more than 24 years of experience in wealth planning providing guidance to ultrahigh net worth Individuals and families on the benefits of an organized succession plan, effective family governance and efficient wealth organization strategies. Nicolas works in coordination with the clients’ local and foreign legal and tax advisors involved in the development of tailored solutions considering the particular circumstances and goals of each family, its members, and its wealth.

Nicolas has written several articles on wealth and estate planning topics including succession planning trends, organization and transfer of wealth, pre immigration considerations, planning opportunities during market downturns, and the importance of the family values. He is a frequent public speaker at wealth and estate
planning industry events.

Prior to joining Morgan Stanley, Nicolas led the wealth planning efforts for international clients at Credit Suisse Securities USA LLC and at Santander Private Banking. Prior to moving to the wealth planning field, he was served ad in-house legal counsel of Banco Santander Rio in Argentina, providing legal advice to the corporate,
investment, and private banking areas.

He received his J.D. (equivalent) degree from Universidad de Belgrano (Argentina), his Masters in Finance from Universidad del CEMA (Argentina), and his LL.M. from Florida International University (U.S.A.). Nicolas was a Board Member of STEP Miami from 2014 to 2017.