Trust Administration Expert Witnesses

Greenwich, Connecticut

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...

New York

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...

Dallas, Texas

Financial, Banking - Fiduciary Expert, Trust Administration, Estate Administration, Breaches of Fiduciary Duty, Asset Allocation, Trustee Duties, Trust and Estate Fees, Family Offices, Private Foundations, Automobile Valuation, Special Needs Trusts, Court-Created Trusts, Car Appraisals, Vehicle Appraisals, Car Collections, Collection Management

A Texas resident for over 40 years, Gary Matesic began his 50-year career with what is now PNC Bank in the Trust Division as a fiduciary tax specialist. Today, as a well-known trust, estate, and wealth management professional, Mr. Matesic’s expertise includes personal and charitable trust administration, private foundations, estate planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, investment manager selection and oversight, decedent’s estate administration, risk management, sales & marketing, family office management, and fiduciary ethics. Mr. Matesic has also been involved with a number of businesses and transactions, including formation of sole proprietorships, LLCs, S-corporations, and partnerships, along with operation, valuation, and liquidation of sole proprietorships, S-, and C-corporations. He owned a Texas-licensed independent motor vehicle dealership for 10 years, has appraised classic cars ...