Daniel has over 15 years’ experience working with global UHNW families and family offices. He has specific expertise supporting HNW families and family offices implement and manage effective family succession planning solutions.
Daniel joined Crestbridge from a global private bank where he held responsibility for the Wealth Planning and Advisory services for the LEVANT region.
As a Director, Daniel is key to cementing exceptional and long standing relationships with our families and family office clients and is responsible for ensuring we continue to create bespoke strategies to preserve and enhance clients' global asset portfolios and succession plans.
Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising
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Gen II Fund Services, LLC
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Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become one of the largest independent private capital fund administrators, with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling GPs to manage their operational infrastructure, financial reporting, and investor communications most effectively.