Michael Woods is a private wealth advisor and managing director based in Palo Alto. He serves enterprising families, private family offices, and foundations, acting as lead advisor in coordinating customized teams of wealth strategists, investment specialists, private wealth bankers, and commercial and investment bank resources. His practice focuses on advanced, multi-generational wealth and tax plan review, including wealth transfer, business succession, and philanthropic strategies.

Mr. Woods brings more than 25 years of experience across private wealth management, family office leadership, and investment management. Before joining Wells Fargo Bank in 2017, he was a founding executive officer of BrightPlan, serving as both Chief Operating Officer and Chief Investment Officer.

Earlier in his career, he held senior investment roles including founder and Chief Investment Officer of Cypress Point Capital, Director of Investments for SDL Capital, a private family office and General Partner to several hedge funds. In each of these roles, Mr. Woods was primarily focused on implementing risk management as well as tax and risk mitigation strategies for his clients.

He began his career in investment banking, advising technology companies on several billion dollars of mergers and acquisitions and corporate finance transactions.

Mr. Woods is active in local and international charitable organizations and lives in Mountain View, California with his family.