Daniel has over 15 years’ experience working with global UHNW families and family offices. He has specific expertise supporting UHNW families and family offices implement and manage effective family succession planning solutions.

Daniel joined Crestbridge as part of the senior leadership team 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. Daniel has been listed in the 2023 and 2024 Private Client Global Elite Directory.

Awards

  • Private Client Global Elite Directory 2024
  • Private Client Global Elite Directory 2023