Loading profile…
People · Service Firms
Managing Director of Corporate and Shareholder Services
Managing Director, Family Wealth Planning Services · Grant Thornton
Daniel J. Potter — Managing Director, Family Wealth Planning Services · Grant Thornton · Greater Milwaukee.
Direct contact
Reach Daniel directly.
1 verified contact method on file — work email. Masked until you unlock.
- dan•••••@••••••••.••
Reveal contact — first one free
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 50 credits.
About
With over 25 years of professional experience, I provide objective advice to: (i) high net worth individuals and their families; and, (ii) privately-held businesses, their owners and their families. Whether working to develop strategies for asset growth, succession planning, or retirement income, I encourage my clients to put into place solid plans consistent with identified goals and objectives, while maintaining the flexibility to adjust if and when their situation changes. In these uncertain economic times, anticipating change and planning for it is an indispensable part of the overall planning process.
Focus areas include: • Income, Gift, Estate and Generation Skipping tax planning • Tax compliance • Personal financial and retirement planning • Estate and business succession planning • Charitable Giving and Private Foundations
Experience