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Specialism: Trustees Corporate Trustees, Private Client Trustees
Company: PraxisIFM Trust
Location: St Helier, Jersey
Dan is principally responsible for managing the personal and business interests of a small number of HNWIs and works closely with the private client team to ensure clients’ objectives are met. His key clients are entrepreneurial and involved in venture capital enterprises, private equity investment, real estate development and family businesses.
He has almost 20 years’ experience, having spent a significant proportion of his career working for large bank owned trust companies. He specialises in dealing with US persons, UK resident domiciled and non domiciled individuals as well as families situated in, or connected to the Middle East.
Dan Toft currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: Yes
Number of offices globally: More than 5
23/27 Seaton Place
T: 01534 835819
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