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. I also personally serve as independent director, trustee, trust protector and as a mediator and expert witness on trust matters.


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee, Trustee - Co-Trustee, Trustee - Coach / Consultant, Family Office Advisor

Types of Trusts / Specialties

Contact Daniel


500 Field Point Road Greenwich, Connecticut 06830

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