Daniel Channing

Office Location

Jersey

Short Biography

With over 15 years’ experience working with global UHNW families and family offices, Daniel is a director of Crestbridge Fiduciary and a member of the Crestbridge Family Office Services board. Daniel’s key responsibility is developing and maintaining longstanding relationships with our families and family office clients. He provides support through the practical implementation and operation of bespoke fiduciary structures, designed to preserve and enhance clients’ global asset portfolios and support effective succession planning. Along with considerable experience supporting clients and advisers in the implementation and management of effective family succession planning solutions and multi-jurisdictional fiduciary structures, Daniel is highly proficient in overseeing the operation of robust governance frameworks. Daniel began his career in the private wealth group of a leading offshore law firm, before serving in senior board positions in family offices and international bank-owned trust and fiduciary service companies in both Jersey and Europe.

What is your favorite restaurant to take a client or colleague to?

Cecconi

What is the best piece of advice you have ever received?

That there is as much wisdom in listening as there is in speaking

What was your first job?

Trust Administrator

What is the book you recommend to everyone?

Anything by Tom Bower

What changes do you expect to see in your practice over the next year?

More complex challenges with a desire from clients to navigate them with support from their team of advisors