Our Difference

Our Difference

Simple content posted in on 16 April 2014
audience: Daniel P Felix - The Professional Trustee | last updated: 16 April 2014
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Corporate

Trustee

Family Member

Trustee

The Professional Trustee

Customized  Approach Based On The Special Needs & Size Of Your Family & Estate    

Appropriate Balance Between Proactivity And Risk Aversion    
No Conflict Of Interest Over Investments & Fees    

Uses Compassion with your Family  

 

Cares for your family    
Retains Your Present Team Of Trusted Advisors    

Experienced & Knowledgeable In Trust Issues

 

Adapts Systems And Approach Based On Family Dynamics    

Flexibility To Choose The Best Successor Trustee    

Independent (And Not Inbred)Resources & Colleagues    

Value-Based Fees    

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

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