Daniel ChanningDirector, Family Office Services at CrestbridgeSpeaker
Profile
Daniel has over 15 years’ experience working with global UHNW families and family offices. He 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.
Daniel joined the business as part of the senior leadership team. As a Director, Daniel is key to cementing exceptional and long-standing relationships with our families and family office clients and is responsible for ensuring we continue to create bespoke strategies to preserve and enhance clients' global asset portfolios and succession plans.
Daniel has particular specialist knowledge and experience in dealing with clients from the Middle East and has worked closely alongside multi-generational and enterprising Middle East families to help organise themselves effectively and to achieve their financial purpose. Daniel possesses practical expertise in developing effective and tailored wealth structuring solutions including the use of Private Trust Companies, Reserved Power Trusts and multi-asset solutions
Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising. He is also listed in the 2023 Private Client Global Directory
Agenda Sessions
Market Insight: Trends in Middle East Private Wealth Structuring
, 12:00View Session