David B Sugar

David Sugar has over 30 years of wealth advisory and trust administration experience. David is a founding partner of The Capitol Group. David leads our high net worth business unit providing a comprehensive wealth management approach with experience in complex financial structuring, tax/estate strategies and family office services such as philanthropy and family governance. In addition to leveraging Morgan Stanley’s global resources; The Capitol Group is supported by a dedicated team of Family Office resources.

David, as a senior member of The Capitol Group, serves high net worth to ultra-high net worth, multi-generational families with liquid investment as well as illiquid assets that consist of concentrated public stock, privately held companies, commercial real estate, intellectual property, art and collectibles. Many of these clients have significant philanthropic endeavors and entities such as Private Foundations, Donor Advised Funds, Charitable Lead and Remainder Trust. Many of the Capitol Group clients have complex legal structures. Exempt and Non-Exempt Trust and other advanced planning entities that requires knowledge of the benefits, management, and developments in the technical aspects of the legal and tax structures. David has experience with managing complex financial structures, tax/estate planning strategies and delivery of family office services such as philanthropic and family governance. He has developed a focus and concentration on clients’ monetization and liquidity planning for privately held companies and concentrated public stock holdings.

For many clients, The Capitol Group provides a customized portfolio management component. David oversees a team of four professionals and serves as the co-chair of The Capitol Group investment committee. David is the Senior Portfolio Management Director responsible for the creation of proprietary portfolio models comprised of individual stocks, ETFs, mutual funds, and bonds. In addition, David has significant experience with providing access to clients that are qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. David was once again named a Forbes Best-In-State List for 2023. He was selected for his extensive knowledge and experience, as well as his superior commitment and sophisticated approach to integrating the wealth management requirements of his clients.

David earned his B.A. from The Ohio State University and his Law Degree from Capital University. He lives in Upper Arlington with his wife Susan and their four children. In his free time, David enjoys golf and travelling with his family.

Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

The Morgan Stanley Global Impact Funding Trust, Inc. (MS GIFT) is an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (MS GIFT) is a donor advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT. Back office administration provided by RenPSG, an unaffiliated charitable gift administrator.