Daniel Trimarchi Named a Top Consultant In Family Business Field by Family Capital

Daniel Trimarchi, an Institute Faculty Member, has been named one of the top consultants in the family business field. Trimarchi, who serves on the Institute’s Advisory Board, was among the consultants included in the list of Top 100 Influencers recently announced by the publication Family Capital.

He is Director, Family Business Advisory Services, for KPMG in Toronto. In its announcement, Family Capital called Trimarchi “an acknowledged pro in family business governance and next-gen expertise.” (See www.famcap.com/2022/03/family-capitals-100-influencers-consultants/)

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry