Why you need an impartial, experienced trustee like Dan Felix when your family is suffering a trust crisis!

  • Bitter and heart-breaking disputes over money can lead to unfortunate and costly litigation, challenging peace in the family. With his easy and calming manner, Dan defuses contentious situations so families cease “lawyering up” and court is often avoided.
  • A trust will fail without proper handling of legal, financial and a myriad of other technical details. Even though Dan has 25 years of experience and has been designated as a “Master Trustee,” he is a constant learner and stays up on the latest in trust law.
  • Dan pursues excellent trust administration: to uphold the grantor’s vision while simultaneously enhancing the beneficiaries’ lives. Dan’s success over the years is in large part due to a strict adherence to this principle.
  • Understanding the needs of all estate beneficiaries and meeting them where they are at fosters successful estate administration. Dan builds alignment with each beneficiary and among all beneficiaries to accomplish each trust’s purpose.
  • Some trustees become counter-productive from a hyper-focus on their own liability. Dan’s prudent risk-taking is another key to his exceptional success.
  • Dan pursues excellent trust administration: to uphold the grantor’s vision while simultaneously enhancing the beneficiaries’ lives. Dan’s success over the years is in large part due to a strict adherence to this principle.

Why work with Dan?

Appropriate
Balance

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.

No Conflict
Of Interest

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.

Value-Based
Fees

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.

Got you
covered if…

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.

Professional
Compassion

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.

Retains
Your Team

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.



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If the family or estate is in crisis because of actions, inactions or missteps by the current trustee - or if you just need someone to step in NOW, Dan is the perfect replacement trustee.

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

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Excellent
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Daniel Felix
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