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Professional Biography

Daniel has over 17 years experience working with global UHNW families and family of ces. He has speci c expertise supporting UHNW families and family of ces implement and manage effective family succession planning solutions. Daniel is key to cementing exceptional and long-standing relationships with UHNW families and family of ces clients and is responsible for creating bespoke strategies to preserve and enhance global assets within comprehensive and effective succession plans. Daniel holds TEP accreditation with STEP and an advanced certi cation in Family Business Advising.

Question : What drew you to specialise in private client law/ wealth advisory?

Answer: A passion for helping families

Question : For lawyers entering private client law, what are key skills you think are essential?

Answer: n/a

Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?

Answer: Continued wealth transition between generations and helping families navigate this effectively

Question : Where is your favourite place to take a peer for a cocktail or coffee?

Answer: The Service, Saville Row