DFL Fiduciary Services' Client Suitability : Daniel F. Lindley : Delaware

Client Suitability

DFL Fiduciary is an ideal solution for Stand-Alone Fiduciary Services for a family or a family office, with trusts or a private trust company holding assets aggregating more than $100 million. The assets may consist of marketable assets held through an institutional custodian or a securities broker-dealer. Trust assets may also be held through one or more entities and consist of closely-held operating businesses, real property or alternative assets (private equity and venture capital).

When DFL Fiduciary’s principal, Dan Lindley, is serving as directed trustee or fully discretionary trustee, client trust assets will usually exceed $25 million and may well run into the hundreds of millions.

Photo of the Delaware Memorial Bridge - concept: DFL Fiduciary Services' Client Suitability extends beyond the state of Delaware

Although DFL Fiduciary Services is physically resident in Delaware, its services are not limited to Delaware trusts. It will engage with trusts and entities established in other jurisdictions, such as Nevada, Tennessee and South Dakota, that have developed laws to protect fiduciaries of trusts with multiple fiduciary actors.

DFL Fiduciary Services does not offer trust accounting services or financial accounting for trust-owned entities. Such services are available through custody banks and, if they have a data feed from asset custodians, accounting firms. Similarly, DFL Fiduciary Services is not a law firm and does not provide legal advice, tax advice or counseling. Clients of DFL Fiduciary Services invariably have counsel to guide them through the process of establishing their trusts, asset entities and private trust companies. DFL Fiduciary Services works collaboratively with each client’s professional advisors – counsel, accounting firms, investment advisors and custodians – to fulfill each client’s expressed intent.