Mr. Daniel Toth

Trust Relationship Manager

Expertise:

  • Advising high-net-worth families on trust structures to safeguard assets and optimise intergenerational wealth transfer.

 

  • Providing tailored estate planning, philanthropic giving, and liability protection solutions.

 

  • Assisting clients with global mobility solutions, including golden visa programs and second citizenship services.

 

  • Structuring businesses under trust frameworks for tax efficiency, confidentiality, and long-term asset protection.

 

  • Protecting and consolidating international assets under robust fiduciary structures.

 

  • Supporting clients with private banking, insurance, and risk management strategies.

 

  • Strong expertise in family office advisory, including employee benefit solutions and succession planning.

Professional Track Record:

  • Over 7 years of experience in business development and wealth management.

 

  • Extensive background in trust and estate planning, tax optimization, and family office advisory.

 

  • Deep knowledge of alternative investments including private debt, commodities, and art & collectibles.

 

  • Built strong government and private sector relationships across the Middle East, Europe, and Central Asia.

 

  • Experience in structuring cross-border wealth solutions for high-net-worth individuals and institutional clients.
Mr. Wassim Adhami