Leelyn Smith Strengthens Advisory Team by Adding Dan Coman as Chief Family Office Strategist

Leelyn Smith Expands Its Advisory Team with New Appointment

In a significant strategic move, Leelyn Smith, a leading integrated financial advisory firm, has announced the addition of Daniel G. Coman to their team as the Chief Family Office Strategist. Catering to business owners, executives, and ultra-high net worth families across 31 states, Leelyn Smith aims to enhance its capacity to deliver coordinated legal, tax, and investment strategies.

Dan Coman joins the firm with over 35 years of extensive experience in estate planning, mergers and acquisitions, business succession, asset protection, philanthropy, and complex tax law. He possesses a JD and MBA from the University of Illinois, combined with a CPA qualification in the State of Illinois, which marks him as a rarity in advisory practice. This blend of qualifications equips him to provide a comprehensive perspective on navigating the intricate financial landscapes that many of clients face today.

In his role at Leelyn Smith, Coman will focus on offering consulting services, providing legal insights pertaining to estate planning, business transitions, asset protection, and wealth strategies that span multiple generations. The firm values a collaborative approach, coordinating with wealth management and tax teams to ensure clients receive well-rounded advice. Though he offers in-depth consultations, clients needing legal representation will be referred to qualified outside legal counsel, ensuring that all aspects of their financial life are ably managed.

Drew Grider, President of Leelyn Smith, expressed his enthusiasm about this new addition, saying, "Dan is the kind of advisor who has seen everything – from business exits and estate disputes to generational transitions. His in-depth experience across multiple sectors changes the level of service we can provide to our clients." With Coman as part of their team, the firm believes it can elevate how it assists its clients through complexities inherent in financial planning and management.

Coman articulates his vision for the role: "I have always believed that the coordination of tax, legal, and financial strategies can deliver greater value when combined, rather than sequentially. Leelyn Smith has effectively created a model that does exactly that, and I am eager to contribute to their clients’ success."

In addition to his new role at Leelyn Smith, Dan is the Founder and Managing Member of Coman Law Group, LLC, situated in Naperville, Illinois. This firm specializes in offering high-level concierge legal services tailored to business owners and ultra-high-net-worth families.

About Leelyn Smith

Leelyn Smith is a pioneering integrated advisory firm that merges wealth management, tax strategy, financial planning, accounting, and CFO services into a cohesive practice. Operating on the principle that a more intertwined approach can enhance service effectiveness, they prioritize strong client relationships and personalized solutions that reflect each client’s unique story. The firm emphasizes understanding not just the financial aspects of their clients’ lives but also their personal goals, the transitions they are undergoing, and the legacies they wish to leave. This commitment allows them to provide anticipatory guidance tailored to each client’s financial journey.

In a constantly evolving financial landscape, the strategic enhancement of their team with experienced professionals like Dan Coman reinforces Leelyn Smith's position at the forefront of integrated advisory services.