David Holaday has over 30 years of experience in case design, analysis, and presentation services with organizations and individuals that serve high net worth clients. He aides in developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.

Areas of Expertise

• Individual wealth transfer strategies
• Income tax planning
• Insurance and estate tax planning
• Business succession planning
• Wealth preservation and diversification
• Cash flow planning and integrated financial forecasts
• Planned gift design and marketing
• Family foundations

Education and Professional Involvement

• Chartered Advisor in Philanthropy® (CAP), American College, 2011
• Chartered Financial Consultant (ChFC), American College, 1994
• B.S. Chemical Engineering, University of Virginia, 1976
• Planned Giving Group of Indiana (Past President)
• International Association for Advisors in Philanthropy, 2013-2016 Board member
• Member Estate Planning Council of Indianapolis
• Member Committee for Multi-disciplinary Teaming; National Association of Estate Planners and Councils