Office Location: Jersey
Jersey, United States
Family Office
Fiduciary
Trusts & Trusteeship
With over 15 years’ experience working with global UHNW families and family offices, Daniel is a director of Crestbridge Fiduciary and a member of the Crestbridge Family Office Services board. Daniel’s key responsibility is developing and maintaining longstanding relationships with our families and family office clients. He provides support through the practical implementation and operation of bespoke fiduciary structures, designed to preserve and enhance clients’ global asset portfolios and support effective succession planning. Along with considerable experience supporting clients and advisers in the implementation and management of effective family succession planning solutions and multi-jurisdictional fiduciary structures, Daniel is highly proficient in overseeing the operation of robust governance frameworks. Daniel began his career in the private wealth group of a leading offshore law firm, before serving in senior board positions in family offices and international bank-owned trust and fiduciary service companies in both Jersey and Europe.
What is your favorite restaurant to take a client or colleague to?
CecconiWhat is the best piece of advice you have ever received?
That there is as much wisdom in listening as there is in speakingWhat was your first job?
Trust AdministratorWhat is the book you recommend to everyone?
Anything by Tom BowerWhat changes do you expect to see in your practice over the next year?
More complex challenges with a desire from clients to navigate them with support from their team of advisors