Dan is principally responsible for managing the personal and business interests of a small number of HNWIs and works closely with the private client team to ensure clients’ objectives are met.
His key clients are entrepreneurial and involved in venture capital enterprises, private equity investment, real estate development and family businesses.
He has almost 20 years’ experience in the trust and fiduciary services industry having spent a significant proportion of his career working for large bank owned trust companies. He specialises in dealing with US persons, UK resident domiciled and non domiciled individuals as well as families situated in, or connected to the Middle East. Dan regularly travels to the UAE where he supports both the Abu Dhabi and Dubai offices, seeking opportunities for the Group and solutions for the structuring of assets held for investment purposes as well as family wealth to meet Middle East clients’ fiscal, succession planning and asset protection requirements.
Dan has been a member of the Society of Trust and Estate Practitioners since 2006 and carries the TEP Dip ITM designation.