David Bonifield

FourStar Wealth Advisors is an independent adviser providing managed services and investment counsel to high net worth families, successful entrepreneurs, corporate executives, endowments and foundations. We act as fiduciaries; putting our client’s interests first, in a conflict-free environment. We are viewed as a trusted adviser and steward of the family capital. It all begins with a plan. FourStar Wealth Advisors helps clients define and implement a customized wealth solution derived from goals-based planning, which helps clients articulate and prioritize financial goals throughout their lifetime. Each plan is unique to the family member, with agreement on the current situation, investment strategy, timing, diversification, and investment vehicles. Plans are tracked based on performance, market dynamics, and changes to the family situation, as well as monitored for progress towards the defined goals. •Chief Compliance Officer (2019). •Work with business and personal balance sheets for entrepreneurs, corporate executives and family offices. •Handled the financial affairs for ultra/high net worth individuals and families; ranging from mortgages, lending/lines of credit, investment management, tax/estate planning and advisory, and trust administration. •Developed and executed strategies for closely held stock positions using a variety of selling techniques while adding diversification. •Provided liquidity through uses of credit for closely held stock positions. •Investment Policy development, risk/asset allocation modeling and portfolio rebalancing for individuals, families, and not-for-profits. •Worked with hedge fund principals, fund launches and prime services / prime brokerage. •Real estate lending and financing. •Worked with foundations, ESOPs, pension plans, other institutional investors, and RIA channel. •Leverage a national circle of influence network of CPA’s, tax firms, attorneys, private equity and venture capital firms.