Financial Professionals
Benefits of Collaborating With Dan
Dan is the ideal professional trustee for those of your clients who are forward-thinking and know the value of being prepared in life. Aligned with your long term focus, Dan knows advance preparation assures your clients that their wishes and goals are being attended to as they desire, and their assets are most likely to remain intact.
Dan has found the well-drafted Distribution Policy helps insure the success, and the continued availability of assets for the Investment Policy.
- 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?
Send Dan a message or call him to schedule an appointment now.