Jeffrey Davidson is an experienced financial professional and Senior Consultant to Family Offices. With a career spanning five decades, he has played a crucial role in guiding corporate executives, private companies and their owners, and families of wealth to achieve their goals and priorities.
Since April 2021, Jeff has been self-employed as a Senior Consultant to Family Offices. In this role, he offers his financial expertise to family offices, providing strategic guidance and solutions to manage and preserve their wealth effectively.
For 17 years, from November 2003 to March 2021, Jeff served as the President of Taubman Ventures Management. Taubman Ventures Management is the family office for the family of A. Alfred Taubman.
Before his role at Taubman Ventures Management, Jeff spent 33 years at Deloitte where he was a senior tax partner. He was also Deloitte’s national leader of the family business succession planning practice.
Jeff’s educational background, including his Bachelor of Science in Business Administration with a focus on Accounting from the University of Florida, laid the foundation for his successful career in the financial industry.
Throughout his career, Jeffrey Davidson has demonstrated a deep commitment to financial excellence, strategic leadership, and client success. His expertise as a senior consultant to family offices and his vast experiences at Deloitte and Taubman combined with his various leadership roles bring enormous value to CIG as an advisory board member.