Daniel works closely with individuals and families to understand their priorities, philanthropic interests, and goals to better plan for their economic future and the security of their families. From a multi-disciplinary approach, he advises clients on all aspects of estate planning including asset protection, real estate transfer strategies, long-term care planning, tax planning, charitable gift planning, business succession planning, and the general transfer and preservation of wealth for future generations. Through his practice, Daniel collaborates often with accountants and investment advisors to better understand the full financial goals of a client.