Master Certified Indpendent Trustee

I am an attorney who fell in love with the fascinating, challenging and occasionally exasperating world of serving the international high net worth (HNW) market, and have spent the past 30 years building, leading and growing global personal fiduciary businesses for industry leaders including JP Morgan, Goldman Sachs and Citigroup. I continue in that vein now as President of Northway Wealth Advisors, LLC, an independent provider of fiduciary guidance to family offices and individuals acting as trustee of personal trusts, and as a mediator and expert witness on trust and estate matters.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

Yes

Services Offered

Trustee - Coach / Consultant, Mediator / Conflict Resolution, Family Office Advisor

Types of Trusts / Specialties

Contact Daniel

917-620-0842

500 Field Point Road Greenwich, Connecticut 06830

Send an email to Daniel

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