Financial Professionals
Benefits of Collaborating With Dan
Dan is the ideal professional trustee for those of your clients who are forward-thinking and know the value of being prepared in life. Aligned with your long term focus, Dan knows advance preparation assures your clients that their wishes and goals are being attended to as they desire, and their assets are most likely to remain intact.
Dan has found the well-drafted Distribution Policy helps insure the success, and the continued availability of assets for the Investment Policy.
- Dan prefers to recommend retention of the family’s financial professionals, including you. It’s important to have someone the family knows and trusts to guide them in financial matters.
- With Dan’s forethought and advanced planning, assets remain in the trust for the benefits of the next generation – and you guide the family for future wealth management.
- Dan offers a personal and personable alternative to a corporate trustee who may not have the bandwidth to connect deeply with the family to ensure its success.
- Dan is an excellent collaborator, keeping you and the family in the loop.
- No conflicts, the only hat Dan wears is trustee (other than an occasional Cub’s hat). He’s not making investment recommendations or doing the legal work.
- Dan works for family alignment – from values and goals to managing expectations.
Want to discuss how Dan can benefit your clients?
Send Dan a message or call him to schedule an appointment now.
Testimonials
What Clients Are Saying
Dan has worked as a trustee for my family for over fourteen years. He has negotiated a real estate sale for multiple trusts to multiple buyers. He has negotiated an employment agreement for me. He holds a mortgage in trust for a family member. He does multiple trust quarterly tax filings as well as record keeping for multiple trust tax returns. He handles a total of 8 trusts and one six partner family partnership. He coordinates Life insurance policies for us as well. He is honest and has always been helpful as a confidant. I have referred Dan to a number of close friends and will continue to do so.
Michael Barr
President & CEO
Daniel is knowledgeable about trust matters, and understands the roles and responsibilities of the trustee. He strikes a good rapport with trust beneficiaries, as well as with their other professional advisers.
Robert W. Kaufman
Attorney
Dan Felix has an uncanny ability to understand the inner workings of family. His biggest passion is to find the most optimum plan to transition a family from one generation to the next keeping the joy and values intact.
Kathy Brown
Business Relations Manager
Dan has a knack for guiding people in the right direction and making them feel as if it were their idea all along. His collaborative and collegial style is refreshing and very necessary for the type of work that he does. I had a pleasure working with Dan on a trust matter recently and highly recommend him.
Jennifer Guimond-Quigley
Attorney
I worked with Dan to resolve a sticky situation involving a single pot trust for the benefit of two children who lost their father and who have different mothers. Dan handled the situation with intelligence, grace, clarity. Because of his efforts and approach, we were able to reach an accord with all interested persons, helped to preserve family relations, and limit the expense of future administration. Dan is a top shelf trustee and advisor.
John Fitzpatrick
Trust And Estate Litigation Attorney
GENERAL INFO
