David Savir
Chief Executive Officer
David Savir is Co-Founder and Chief Executive Officer of Element Pointe Family Office, a multi-family office and investment advisory firm serving high-net-worth families and family offices throughout the U.S. Element Pointe provides investment management and family office advisory services and serves as an outsourced Chief Investment Officer to a select group of single-family offices.
David is responsible for leading the firm’s overall management and strategy and is involved in all aspects of the firm’s investment management, consulting, and family office advisory services. As a trusted advisor to ultra-high-net-worth families and family offices, he is often called upon to assist clients in navigating the sale or monetization of privately held companies. He has advised families on sales transactions to private equity and strategic acquirers, as well as on dividend recapitalization transactions and other debt monetization events. Alongside clients’ estate and tax counsel, David also advises families and family offices on estate planning and tax considerations, philanthropy, family office structuring and governance, and intra-family communication.
David serves on Element Pointe’s investment committee, which is responsible for managing clients’ investment portfolios encompassing broad exposure to both public and private markets, including investments in public equity and debt securities, private equity funds, private credit funds, real estate debt and equity funds, and venture funds.
Prior to co-founding Element Pointe in 2016, David held the position of Vice President at J.P. Morgan Private Bank, where he directed a team of investment and lending professionals in advising ultra-high-net-worth clients throughout the U.S. David began his career in the Investment Management Division of Goldman Sachs, where he was responsible for advising and managing investment portfolios for a select group of successful U.S. families.
David has been quoted on the subjects of family office wealth management, pre-transaction planning, practice management, and investment-related topics in industry publications including the Wall Street Journal, Barron’s, and Bloomberg News.
David received his JD and MBA degrees from the University of Miami, where he was a Dean’s Merit Scholar and Graduate Assistant to the Business Law faculty, performing academic research in the areas of securities regulation, corporate governance, and business ethics. He earned his B.S. in Business Administration from the University of Florida. David is a member of The Florida Bar.*
Involved in his community, David serves on the Board of Directors of Temple Menorah of Miami Beach and previously served on the Finance and Investment Committee of the Lehrman Community Day School. He is a past board member of the Network for Teaching Entrepreneurship South Florida and has served as a mentor to students in the University of Miami Entrepreneurship Program.
*Mr. Savir and Element Pointe Family Office do not provide any legal advice or services in connection with advisory services.
