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.


Want to discuss how Dan can benefit your clients?

Call Dan or fill out the form to schedule an appointment now.

Tap to call.

4.8 out of 5

See all 71 reviews on

Daniel Felix
Rated by Super Lawyers

loading ...