Darrell’s key responsibility is to support professional advisors and their clients in the design and implementation of fiduciary structures. He works regularly with clients in The Americas, Europe, Middle East, and Asia. Most often, the family has a nexus to the US and requires a fiduciary structure to support their investment and business interests in the US, the migration of family members to the US, or the efficient transfer of wealth to the next generation who have become US persons.
Darrell has had an extensive career in the Private Wealth space, having worked with the wealth management division of a global bank, an international multifamily office, and the US fiduciary team of a global trust and fund services provider, with postings in New York City, Houston, Texas and Canada.
Darrell holds the Trust and Estate Practitioner (TEP) and the Certified Financial Planner (CFP) designations. He is also a peer selected Private Client Global Elite Advisor and currently serves as Membership Chair for STEP New York.