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Daniel P Felix - The Professional Trustee
Making trusts effective for those they are meant to serve.
Daniel P Felix - The Professional Trustee Features
posted on 9 Mar 2016 | ArticleDan Felix, independent trustee, continues his re-visioning of trust administration.
posted on 5 Nov 2015 | ArticleTalking can lead to clarity -- clarity about what we want, what we expect, and what's happening. And it can shed light for gaining consensus as well as the necessary competence. In Dan Felix's...
posted on 30 Sep 2015 | ArticleDan Felix wraps up his series on Successful Trust Administration. Part 3 brings us useful waypoints for onboarding the trustee.
posted on 22 Sep 2015 | ArticleDan Felix bring us part 2 of his series on Successful Trust Administration. Dan always raises interesting questions about things most of us have never considered.
posted on 17 Sep 2015 | ArticleContributing author Dan Felix begins a new three part series on successful trust administration. Part I sets the stage by reviewing the various components that contribute to the successful operation...
Other news from Daniel P Felix - The Professional Trustee
posted on 28 Jul 2015 | ArticlePart 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
posted on 23 Jun 2015 | ArticleDan Felix continues his exploration of Polarity Thinking in trust matters.
posted on 4 Jun 2015 | ArticleDan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
posted on 27 May 2015 | ArticleContributing author Dan Felix broaches the new topic of Polarity Thinking and applies it to the trust environment. As you'll see, it will certainly open the eyes of charitable trustees as well.
posted on 24 Mar 2015 | ArticleTrusts often face various stresses. An outside trustee may help alleviate many of the common issues trustees are unable to resolve.
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.