Dan Felix offers an unexceeded level of trust and expertise to calm estates in rough waters. And he does it virtually on demand. Designated as a “Master Trustee” by the Independent Trustee Alliance, Dan has provided expedited assistance countless times over 25 years in practice. Discover more how Dan can help right now.
All too often professional trustees put their own risk aversion ahead of what your family needs. In contrast, we manifest the fiduciary philosophy of putting you and your family first.
The real business of some trustees is to settle family scores, for others it’s their core offering of investments. For Dan it's how does the trust make life better for you and your family.
Some trustees charge based on how much money you have. Dan looks at how much value he provides, how much of his time and resources you need, the complexity of the situation, etc.
We already have Dan’s succession plan covered at our end with a team of professionals prepared to step in. We also work with you to confirm the custom transition plan for your specific situation.
We work best in an atmosphere of trust – and our client families prefer that. We employ active systems to create and sustain mutual respect. While others may rely on power-based relationships, we come from a place of compassion and collaboration.
Trustees have the right to assemble their own team, and so fire the pro’s who may have been with you for years. We work to maintain the valuable wisdom and long-term relationships of your team.
Call Dan or fill out the form to schedule an appointment now.
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.
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.
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.
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.
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.