David Byers-INACTIVE

Capital Strategies

Mr. Byers is Managing Principal for Capital Strategies Group, Inc., a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. Capital Strategies is listed in the 2021 Chambers High Net Worth Guide. David directs the areas of wealth transfer and executive benefits for the firm. David also serves as Chairman of the Board of M Financial Holdings Incorporated (MFH) and M Financial Re. David is past President and member of the Board of Directors for Finseca (formerly AALU). David is a frequent speaker for estate planning councils, CLE courses, and regional ACTEC meetings involving tax, insurance and estate planning issues. He is co-author of “Switch Dollar and the Power of Deferral” (Trust and Estates, April 2018). David holds a B.A. in English and Political Science from the University of Alabama at Birmingham. He received a J.D. from the Cumberland School of Law at Samford University and obtained an LL.M. (Taxation) from New York University.