David Kotik

David is an associate in the private client and tax team.

He advises individuals and families on estate planning, wealth transfer and business succession strategies. His experience includes implementing tax-efficient planning structures and collaborating with clients' advisory teams to develop comprehensive multigenerational planning solutions, including for entrepreneurs and family businesses.

David earned his Juris Doctor at University of California Los Angeles School of Law with specialization in business law. He holds his Bachelor of Arts from University of California Berkeley.