David Ferraro,

David Ferraro Jr. is a senior client adviser at Ballentine Partners and before that was a financial adviser with Cambridge Investment Research, where he provided individuals and business owners comprehensive financial planning services and advised on defined-contribution plans.

Latest Articles

  • On Succession Planning

    What if the Roy family were able to reduce the size of the estate tax bill while Logan was still alive?

  • Trust & Estate Planning

    A dissertation could be written about topics in "Succession" ranging from Roy family dynamics to negotiation tactics displayed throughout the series. However, I’m going to focus on a narrower topic not deeply covered on the show: Logan Roy’s estate settlement.