Daniel in his role as Director and Board Member, is a part key of the senior leadership team of Crestbridge Family Office Services based in Jersey. He has over 15 years’ experience working with global UHNW families and family offices.
Daniel has specific expertise supporting UHNW 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 client families and family office clients and is responsible for ensuring the continued creation of 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.