DANIEL LEGACY ADVISORS

My process with each client is very much a journey - and like all successful journeys, it starts with the most critical step: Direction. Giving is a deeply personal decision for each family I serve. Which is why my first step is to earn your respect, and your trust. Both in my commitment to the legacy you want to establish - individually and collectively - and in my ability to help you realize it... I invest the time needed to understand the goals and motivations of each member involved, then set a stage for the kind of collaborative group dynamic where even the most divergent voices can find common ground... Time and again, experience has confirmed one of my core convictions - which I believe is best expressed in plain English. Giving is fun. While I've served clients dealing with a host of internal and external pressures - from longstanding personality conflicts to abrupt generational transitions - I've yet to serve a single family who failed to emerge from my process stronger and..