PGDC Contributing Author - Daniel Felix

PGDC Contributing Author - Daniel Felix

News story posted in General on 16 April 2014| comments
audience: National Publication | last updated: 17 April 2014
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Summary

We are pleased to announce that Daniel Felix has joined the PGDC as a contributing author.

As The Professional Trustee for the past 20 years, Dan strives to be the guardian of smooth transitions. He uses the law and various practical wisdoms to help families harmoniously connect their past with their future. Specifically, he guides the transfer of financial, human and intellectual wealth, and so helps the change from generation to generation to be not a curse, but a blessing.

His professional background is as an attorney in private practice, where he still enjoys helping executives and other employees with their professional mission as an employment lawyer. Committed to filling the gap in providing excellent trustee services, he founded The Chicago Trustee Collaboratory, which helps families flourish by articulating, advancing and implementing the best practices in trust administration via ongoing peer-to-peer discussions, trainings and other offerings. It is the only group of its kind in the country.

Expand your education. Each of our contributing authors has his or her own publication page on the PGDC where they will educate you on any subject they feel is appropriate for anyone involved in the field of charitable gift and estate planning. All you need to do as a member of the PGDC is join their group and your newsletter becomes a snowflake. It contains our national news, news from our hosting organizations, and news from contributing author's groups you have joined. We're giving you the opportunity to learn from the best minds in the industry, they have the opportunity to tell you what they're thinking.

See and join Dan's Group to receive all of his thinking. Just click JOIN in the right side menu of his page.

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