Family Offices Expert Witnesses

Dallas, Texas

Financial - Banks & Financial Services, Corporate Governance, Mergers & Acquisitions, Corporate Finance, Strategic Planning, Negotiations, Family Offices, Private Equity, Capital Markets, Corporate & Investment Banking, Accounting & Financial Reporting, Charitable Foundations, Hedge Fund, Investment Research

Brian Jones has over 30 years’ experience in the financial services industry as a senior leader, advisor and investor. He co-founded and leads BankCap Partners, an investment and advisory firm that focuses on financial services and fintech companies. BankCap has successfully raised and exited two private equity funds comprising investments in eight banks, achieving a combined return on invested capital exceeding 2.5 times. Mr. Jones has served on numerous corporate boards, including as a director of South Korea’s Hyundai Motor Group and three US banks. His public company board involvement includes audit, compensation, nominating/governance, credit and risk committees (sometimes as chairman). Mr. Jones is a CPA, a CGMA and considered a “financial expert”. From 2016-2021, Mr. Jones was also Co-President of a multibillion-dollar family office in New York City where he was responsible for overseeing the investment research team of 50+ professionals. Before BankCap, Mr. Jones was Exec...

Dallas, Texas

Financial, Banking - Fiduciary Expert, Trust Administration, Estate Administration, Breaches of Fiduciary Duty, Asset Allocation, Trustee Duties, Trust and Estate Fees, Family Offices, Private Foundations, Automobile Valuation, Special Needs Trusts, Court-Created Trusts, Car Appraisals

A Texas resident for over 40 years, Gary Matesic began his 49-year career with what is now PNC Bank in the Trust Division as a fiduciary tax specialist. Today, as a well-known trust, estate, and wealth management professional, Mr. Matesic’s expertise includes personal and charitable trust administration, private foundations, estate planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, investment manager selection and oversight, decedent’s estate administration, risk management, sales & marketing, family office management, and fiduciary ethics. Mr. Matesic has also been involved with a number of businesses and transactions, including formation of sole proprietorships, LLCs, S-corporations, and partnerships, along with operation, valuation, and liquidation of sole proprietorships, S-, and C-corporations. He owned a Texas-licensed independent motor vehicle dealership for 10 years, has appraised classic cars ...

Waco, Texas

Financial, Management - Accounting, Financial reporting, Corporate governance, Capital markets, Capital structure, Leadership, Mergers & acquisitions, Corporate finance, Strategic planning, Negotiations, Private equity, Management, Venture capital, Corporate & investment banking, Ethics, Family offices, ESOP

Michael Rodriguez is a seasoned executive and board member with a distinguished 35-year career in financial and operational leadership. He has a proven track record of successfully guiding early-stage businesses across various industries and brings extensive experience as a board director. With over two decades of experience in Chief Financial Officer roles, including ten years as CFO of three public companies, Mr. Rodriguez offers a wealth of expertise. In his C-level positions, he has raised over $400 million in private equity, venture capital, and public equity. Additionally, he has secured more than $80 million in bank debt and managed numerous buy-side and sell-side mergers and acquisitions, with a combined value exceeding $750 million. His strategic acumen is evident in his ability to lead companies through high-growth phases, turnarounds, and distressed situations. As a “Big-4” Certified Public Accountant, he is recognized as a financial expert under SEC, NYSE, and NASDAQ ru...