David Savir
Co-founder and chief executive officer of Element Pointe Family Office, advising families on the sale of their businesses.
Best podcasts with David Savir
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Apr 1, 2025 • 48min
Episode 14: A Second Chance at Success | Preparing to Sell Your Family Business | The Importance of Staying Nimble
David Savir, co-founder of Element Pointe Family Office, shares critical insights on preparing family businesses for sale, emphasizing emotional readiness and legacy-building. Peter Blommer, former CEO of Blommer Chocolate Company, recounts his family's near-takeover experience and the governance improvements that followed. He discusses the tough decision to sell to Fuji Oil, shedding light on navigating transitions. The conversation also touches on the importance of staying nimble in changing markets and enhancing communication within family-owned enterprises.
Feb 6, 2024 • 1h 30min
Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent With David Savir
David Savir, co-founder and CEO of Element Pointe Family Office, shares insights from his journey in wealth management. He discusses his innovative Equity Appreciation Rights plan, designed to retain top talent by allowing team members to invest in future partnerships. David reflects on his shift from nurturing emerging wealth to focusing on ultra-high-net-worth clients and the strategic growth of his firm. He also emphasizes the importance of meaningful impact in defining success beyond just financial gains.
