The Professional Trustee
Individual & Family Services, 707 Osterman Ave, Deerfield, Illinois, 60015, United States, 1-10 Employees
Phone Number: 84********
Who is THE PROFESSIONAL TRUSTEE
DANIEL P. FELIX is an attorney who uses his skills to bring harmony to families in their trusts. Specifically, Dan helps families with the knotty, emotional and too often destructive proc...
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Headquarters: 707 Osterman Ave, Deerfield, Illinois, 60015, United States
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Employees: 1-10
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Revenue: $1 Million to $5 Million
Industry: Individual & Family Services
SIC Code: 6211
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Frequently Asked Questions Regarding The Professional Trustee
Answer: The Professional Trustee's headquarters are located at 707 Osterman Ave, Deerfield, Illinois, 60015, United States
Answer: The Professional Trustee's phone number is 84********
Answer: The Professional Trustee's official website is https://the-professional-trustee.com
Answer: The Professional Trustee's revenue is $1 Million to $5 Million
Answer: The Professional Trustee's SIC: 6211
Answer: The Professional Trustee has 1-10 employees
Answer: The Professional Trustee is in Individual & Family Services
Answer: The Professional Trustee contact info: Phone number: 84******** Website: https://the-professional-trustee.com
Answer: DANIEL P. FELIX is an attorney who uses his skills to bring harmony to families in their trusts. Specifically, Dan helps families with the knotty, emotional and too often destructive process of intergenerational transition. Out of his belief that the transition from generation to generation can be a blessing, and not a curse, Dan offers a unique set of services under the umbrella of The Professional TrusteeTM. As an independent professional fiduciary, Dan is the guardian of smooth transitions. He uses the preferred family-centric approach and other practical wisdom to help families transition as harmoniously as possible. Dan supports smooth family transitions by serving as a resource & where appropriate as trustee or other fiduciary. He has had particular success in rescuing families from trusts that aren't working. As an accomplished, meticulous, & collaborative trust administrator inexorably linked with high integrity & holistic values, he stewards the trustmakers vision in addressing the needs of beneficiaries. Dan excels in helping individuals through counseling, coaching, & teaching. He is a trusted advisor & confidante to many, having earned wide-scale recognition for his expertise. Dan also brings his versatility, vision, and collective legal expertise to his non-for-profit education and advocacy organization. Areas of Concentration: Trust Administration Support for Trustees, Beneficiaries & Trust Creators Professional & Practical Education Conflict Avoidance & Resolution Idea & Possibility Generation Communication & Relational Skills Meeting Facilitation & Public Speaking
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