Kessler Planning Group

The wealth originates from David Kessler's sale of Nationwide Credit Corp, a debt-collection and accounts-receivable management firm, to First Data Corporation. The transaction occurred in the late 1990s, generating liquidity that seeded the family office. Nationwide Credit Corp was a significant player in the receivables-management industry prior to the sale.

No. Kessler Planning Group is structured as a single-family office serving David Kessler and his family. There is no indication in public records or regulatory filings that the office operates as a multi-family office, a registered investment advisor seeking third-party capital, or a deal syndicator.

The office does not publicly disclose its asset allocation or investment strategy. Based on its formation around a single liquidity event and the absence of venture-capital or direct-investment signaling, it likely emphasizes capital preservation through traditional asset classes such as public equities, fixed income, and private-fund commitments.

The firm's investment governance is not publicly documented. David Kessler is the named principal, but public records do not specify whether he directly manages the portfolio or relies on an external chief investment officer, outsourced wealth manager, or family-office staff. The lack of a public-facing team suggests a lean or outsourced operating model.

No philanthropic foundation, donor-advised fund, or charitable vehicle explicitly tied to David Kessler or Kessler Planning Group has been identified in public records. It is possible that charitable giving occurs privately without a named entity, which is common for families maintaining a low public profile.