Type of Client Firms Served: Dr. Daniel provides services for both active family enterprises, and families with estate difficulties.

Active Family Enterprises Served:
Firms typically range in size from $4M to $200M in annual revenues. Ownership and leadership may be held either by the founder, or a member of a succeeding generation; ownership and leadership is or may be contemplated for multiple generations, or sibling or cousin partnerships.

• Construction
• Mining
• High-tech manufacturing and distribution
• Heavy equipment sales leasing, repair and financing
• Restaurant & food distribution
• Resorts and hotels
• Franchise service businesses
• Real-estate development and property management firms

Estate Conflicts:
Dr. Daniel has assisted families and individuals with estates ranging from $2M to $1B where there has been conflict between family members regarding the disposition of an estate, including pre-planning, in-process, and estates post-distribution. Conflicts resolved include:

• Redistribution to heirs due to defective trusts
• Prenuptial agreements
• Pre-divorce agreements
• Problematic generation skipping trusts

Click for more information about Mediating Estate Conflicts