TEP Dip ITM
Director, PraxisIFM Trust Limited
Dan is principally responsible for the management of a small number of wealthy individuals’ and families’ offshore structures, along with providing oversight and technical support to a team of Trust Officers, all of whom undertake the day-to-day management of client affairs. His key clients are entrepreneurial in nature and are involved in venture capital enterprises, real estate and family businesses.
He has over 15 years’ experience in the trust and fiduciary services industry, having spent a significant proportion of his career working for large bank owned Trust Companies. Throughout his time in the industry he has specialised 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 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.
Email: Click here to email Dan
Telephone: +44 (0) 1534 835819