David Valz Bio

David is a partner and serves as the Secretary to the Partnership. David is a member of the Corporate Transactions & Securities practice group, where he serves as the editor-in-chief of the practice group’s quarterly publication, Business Law Update, which is distributed to many of the firm’s clients. David is also a member of the firm’s Personal & Succession Planning practice group, utilizing his roughly 30 years of experience in succession planning for privately held businesses and in advanced estate, tax and multi-generational wealth transfer planning for individuals and families. David often functions as the go-to resource and trusted advisor for his clients, whether high-net-worth individuals and families or privately held businesses that do not have in-house legal counsel. When things don’t go as planned, David also provides counsel in the context of shareholder disputes, “business divorces,” fiduciary disputes, trust and estate disputes, and the like. A Cincinnati native, David is an active supporter of the community, having served multiple terms on the boards of the Cincinnati Symphony Orchestra and the Cincinnati Zoo Foundation.