Dan Lindley Email and Phone Number
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Building on a twenty-five-year career practicing law in Delaware and more than twenty-two years as a corporate fiduciary, I launched my professional fiduciary business, DFL Fiduciary Services, LLC. DFL Fiduciary 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. During my eighteen years at Northern Trust Company, I served in several fiduciary management roles. In 2005, I was the founding partner of The Northern Trust Company of Delaware, Northern's special-purpose trust affiliate, and served as its first president until 2012. I next served in London as managing director for the EMEA Region of Northern's Global Family Offices business. I was responsible for the development of its London- and Guernsey-based custody and fiduciary business for clients of significant wealth.Upon my return from London, I was Fiduciary Practice Lead and then Director of Fiduciary Consulting for GFO, often working with global clients to ensure that their family trusts were efficiently governed in a suitable jurisdiction. I also developed an expertise in private trust companies, their structure and governance.I began my legal career in Delaware at Potter Anderson & Corroon where I developed a specialty working with corporate fiduciaries. I served as lead counsel on several seminal Delaware trust cases in the Court of Chancery. Following twelve years at PAC, I became a partner in the Delaware office of Duane Morris LLP. Among other accomplishments at Duane Morris, I was the principal author of significant Delaware legislation, including its repeal of the Rule against Perpetuities and the enactment of its self-settled trust statute, the Qualified Dispositions in Trust Act.
Dfl Fiduciary Services, Llc
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Dfl Fiduciary Services, LlcWilmington, De, Us
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Owner And PresidentDfl Fiduciary Services, Llc Sep 2023 - Present
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TrusteeDelaware Art Museum May 2016 - PresentWilmington, Delaware, Us -
Director Of Fiduciary ConsultingNorthern Trust Global Family Office Services Apr 2021 - Sep 2023
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Fiduciary Practice Executive, Global Family & Private Investment OfficesNorthern Trust Corporation Apr 2015 - Jul 2022Chicago, Illinois, UsThe Global Family & Private Investment Offices (GFO) business within Northern Trust provides a wide array of financial services to UHNW clients, generally with $200 million or more in investable assets. Among those services, Northern Trust acts as trustee for our GFO clients' trusts -- most typically in Delaware, Nevada, Illinois, Guernsey and Cayman. As Fiduciary Practice Lead for GFO, I work with our GFO clients, their counsel and other advisors on planning and governance issues arising within those fiduciary relationships. -
Non-Executive DirectorNorthern Trust Corporation Jan 2014 - Dec 2015Chicago, Illinois, UsNorthern Trust Fiduciary Services (Guernsey) Limited is an affiliate of Northern Trust Corporation that offers an array of highly customized fiduciary and custody services to UHNW individuals, family offices and institutional clients who want to maintain assets in a well-regulated, globally tax-compliant offshore jurisdiction. Although I am no longer managing Northern Trust's family office business in the EMEA Region, I continue to serve on the board of NTFSGL in connection with my role as Fiduciary Practice Lead for GFO. -
Managing Director, Global Family & Private Investment Offices -- EmeaNorthern Trust Corporation Jun 2012 - Mar 2015Chicago, Illinois, UsWith a defined market consisting of single family offices with more than $200 million in investable assets, Northern Trust - EMEA serves family offices in the United Kingdom, the Continent, the Middle East and Africa. Through its locations in London, Guernsey and Abu Dhabi, Northern Trust offers our family office clients global custody, fiduciary services, performance reporting, investment risk analysis, foreign exchange, securities lending, investment consulting and management, and credit. As of December 31, 2014, GFO - EMEA had some 55 family office relationships, with approximately $33 billion in assets under custody. -
Chief Fiduciary Officer -- GuernseyNorthern Trust Corporation Sep 2010 - Mar 2015Chicago, Illinois, UsIn addition to my responsibilities as Managing Director of Northern Trust's Global Family Office business in EMEA, I was the Chief Fiduciary Officer for its international private client business in Guernsey. -
President, The Northern Trust Company Of DelawareNorthern Trust Corporation Feb 2005 - Jun 2012Chicago, Illinois, UsAs the first-ever President of The Northern Trust Company of Delaware, a limited purpose trust company in Wilmington, Delaware, my responsibilities included staffing and managing Northern Trust's Delaware trust affiliate and developing a strong trust capability for our clients who use Delaware trusts as part of their overall estate and income tax planning. During my tenure managing the Delaware office, its assets under administration increased by more than $10 billion. -
Chair Of Executive BoardBlood Bank Of Delmarva, Inc. May 2011 - May 2012Blood Bank of Delmarva is a non-profit community service organization that provides blood and blood products to 16 hospitals on the Delmarva Peninsula. More than 79,000 blood donations are needed in this area each year for about 20,000 patients across the Delmarva Peninsula. After serving as a director of BBD for nearly twenty years, I was elected as Chair of the Executive Board in May 2011. My term as Chair ended prematurely when my wife and I relocated to London in 2012.
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Director And Member Of Executive CommitteeDelaware Theatre Company 2007 - 2011
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Managing Director & Trust CounselU.S. Trust Company Of Delaware Jan 2001 - Feb 2005Us -
PartnerReed Smith Llp Feb 2000 - Dec 2000Worldwide, OoEquity partner in Reed Smith's Delaware Office, specializing in trusts and estates, Delaware investment holding companies and federal and state banking regulation. -
PartnerDuane Morris Llp Apr 1988 - Feb 2000Philadelphia, Pa, UsEquity partner in firm's Delaware Office, specializing in trusts and estates, fiduciary legislation and fiduciary litigation, Delaware investment holding companies and federal and state regulation of banking industry. During that time I was the principal author of the Delaware Qualified Dispositions in Trust Act in 1997 (Delaware's asset protection trust statute) and legislation in 1995 repealing Delaware's Rule Against Perpetuities. -
Partner 1982-1988; Associate 1975-1981Potter Anderson & Corroon Llp Jun 1975 - Apr 1988Wilmington, Delaware, Us
Dan Lindley Skills
Dan Lindley Education Details
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University Of Virginia School Of LawLaw -
Williams CollegePsychology -
Wilmington Friends School
Frequently Asked Questions about Dan Lindley
What company does Dan Lindley work for?
Dan Lindley works for Dfl Fiduciary Services, Llc
What is Dan Lindley's role at the current company?
Dan Lindley's current role is Delivering critical aspects of trust administration beyond the scope of corporate trustees..
What is Dan Lindley's email address?
Dan Lindley's email address is da****@****ail.com
What schools did Dan Lindley attend?
Dan Lindley attended University Of Virginia School Of Law, Williams College, Wilmington Friends School.
What skills is Dan Lindley known for?
Dan Lindley has skills like Trusts, Estate Planning, Financial Services, Wealth Management, High Net Worth Individuals, Asset Management, Equities, Investment Management, Wealth Management Services, Asset Protection, Alternative Investments, Asset Allocation.
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