Your Resource
for Unbiased Guidance and
Dedicated Stewardship

Find out why you may need an independent fiduciary

Delivering critical aspects of trust
administration beyond the scope
of corporate trustees

Photo of financial trust administrator's desk representing Daniel F. Lindley, Fiduciary Protector

DFL Fiduciary Services, LLC offers non-corporate fiduciary oversight of trusts to families of meaningful wealth. Its services include acting as trust protector and enforcer, distribution advisor, designated representative to silent trusts, board member and committee member of private trust companies. Its principal, Dan Lindley, serves as a Delaware directed trustee and fully discretionary trustee on Delaware trusts.

Client Suitability DFL Fiduciary Services

Client Suitability

DFL Fiduciary and its principal serve a private clientele of extraordinary wealth. Our clients typically have a family office, or outside providers, to provide asset custody, investment management, trust accounting and tax preparation. For details, please visit the pages for Stand-Alone Services and Trustee Services.

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Stand-Alone Services Wealth Management

Stand-Alone Services

DFL Fiduciary Services specializes in serving high-net-worth individuals, family offices, and trusts with assets exceeding $100 million, encompassing various forms including marketable assets, closely-held businesses, real estate, and alternative assets.

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DFL Fiduciary's Trustee Services

Trustee Services from Dan Lindley

Directed trustee: Delaware-based, follows advisor directions, utilizing third-party  custody and accounting.
Fully discretionary trustee:
Delaware-based, oversees all trust aspects of trust administration, utilizing third-party custody and accounting.

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Additional Services

For suitable fact patterns, the principal of DFL Fiduciary Services, Dan Lindley, is available to offer services as a consulting expert or a trial expert in defending or prosecuting claims of fiduciary liability. Services as an expert are available on a time-spent basis at a negotiated rate.

Services as Trustee