Publications

• What Every Fiduciary Needs to Know
• The Quest For a "Winning" Expert Witness
• The (Illusory) Best Practices Standard in Fiduciary Litigation
• Banks v. Northern Trust (denying class certification) -- cited in support
• Emerson v. Northern Trust (granting summary judgment) -- cited in support
• Warren v. ACOVA (fiduciary breach claim dismissed on the merits, with prejudice, and attorneys' fees awarded) -- cited multiple times in support
• Benton v. UMB Bank (fiduciary breach dismissed, de minimus award to plaintiff) -- implicit adoption of expert's testimony on changes to custom and practice over 40-year period

Fiduciary (Trust & Estate) Duties & Liabilities

Specialties & Experience of this Expert Witness

Additional Information

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 private trust companies and foundations, and has served personally as trustee and executor. Dan also has served in more than 25 instances as an expert witness on fiduciary matters in state and federal courts, and his reports and testimony have influenced and been cited favorably multiple times in published court opinions (examples included in Articles section). Dan is a member of the Society of Trust and Estate Practitioners (STEP) and is a Master Certified Independent Trustee. Dan has completed the New York State Commercial Mediation training program and is available to serve as mediator in trust and estate-related disputes. Dan's practice is dedicated exclusively to fiduciary matters. Dan has been an active contributor to the trust and estate community, having served on the executive committees of the Trust Management Association, Inc. and the Trust & Investments Division of the New York State Bankers Association, and three times as Bank Representative (for each of JP Morgan, Goldman Sachs and Citigroup) on the Trustee's Committee of the New York Community Trust. Dan is a member of the American, New York State, New York City and Greenwich (CT) bar associations. Dan is a prolific author and a number of his articles have appeared in peer-reviewed publications such as Trusts & Estates and The International Family Offices Journal. Dan has recently begun publishing a number of fiduciary-related white papers and case commentary drawing on his experiences as an expert witness, which can be accessed via his LinkedIn profile -- www.linkedin.com/in/danielmfitzpatrick/.