About Us As The Professional Trustee™, Daniel P. Felix is the guardian of smooth transitions. He uses the law and practical wisdoms to help families harmoniously connect their past with their future. Specifically, he guides the transfer of financial, human and intellectual wealth, and so, helps the change from generation to generation to be not a curse, but a blessing. Dan supports smooth family transitions by serving as a resource & where appropriate as trustee or other fiduciary. He has had particular success in rescuing families from trusts that aren't working. As an accomplished, meticulous, & collaborative trust administrator inexorably linked with high integrity & holistic values, he stewards the trustmaker’s vision in addressing the needs of beneficiaries.