David Bokman

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.