Benefits of Collaborating with Dan

  • 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.


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Excellent
4.8 out of 5

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Daniel Felix
Rated by Super Lawyers


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