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Fiduciary Consultant Daniel Reser

Daniel Reser
369-B Third Street, #543
San Rafael CA 94901
phone: 415-482-9513
Daniel Reser has been a Corporate Fiduciary for corporate securities and reorganization transactions as well as Trustee and Custodian of Retirement Plans for over 25 years. Mr. Reser is considered a highly effective and capable trust fiduciary due to his legal training, his extensive experience as a fiduciary for corporate reorganizations and retirement plans as well as his reputation for ethical business practices and pragmatic management style.

Prior to his role at Fiduciary Services, Inc., he served as Vice President and Manager for Wilmington Trust based in Santa Monica, CA, also of Bank of America, and Security Pacific Bank. Mr. Reser also has a JD from Southern Methodist University. In 1989, he graduated from the UCLA John Anderson Graduate School of Management Executive Program. During his career, Mr. Reser has administered and managed a wide variety of Governmental, Corporate and Union Retirement Plans as plan trustee. His current role as principal of an investment advisory firm includes acting as Fiduciary for Company Stock in Retirement Plans including ESOPs.

Independent Fiduciary Consulting Transactions:
  • Mergers and Acquisitions
  • Restructuring of Capital and/or Debt of the Company
  • Spin-Offs
  • Recapitalizations
  • Pass-Through Voting
  • Tender Offers
  • Leveraged, Un-Leveraged and Multi-Investor ESOP Buy-Outs
  • Hybrid Securities
Fiduciary Roles and Responsibilities:
  • Determine Fair Market Value of a Company's Shares
  • Evaluate Transactions from a Financial Point of View
  • Advise the Fiduciary During Negotiations and Structuring of Transactions
  • Render Necessary Opinions of Fair Market Value and Fairness and Provide Suitable Documentation
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