Daniel P Felix - The Professional Trustee

Making trusts effective for those they are meant to serve.

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About Us

As The Professional Trustee for the past 20 years, I strive to be the guardian of smooth transitions.

I use the law and various practical wisdoms to help families harmoniously connect their past with their future.  Specifically, I guide the transfer of financial, human and intellectual wealth, and so help the change from generation to generation to be not a curse, but a blessing.

My professional background is as an attorney in private practice, where I still enjoy helping executives and other employees with their professional mission as an employment lawyer.

Committed to filling the gap in providing excellent trustee services, I’ve founded The Chicago Trustee Collaboratory, which  helps families flourish by articulating, advancing and implementing the best practices in trust administration via ongoing peer-to-peer discussions, trainings and other offerings.    It is the only group of its kind in the country.

-          Daniel P. Felix

Check out my Linked In profile for more details.

Read more about my Mission and Values here.

Read more about What I Believe here.

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Contact

707 Osterman, #83
Deerfield, IL 60015
United States
Phone: 847-444-0251
Fax: 847-444-0894

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