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