Leelyn Smith Adds Dan Coman as Chief Family Office Strategist

In this role, he will help expand the firm’s ability to coordinate legal, tax, and investment strategies for ultra-high-net-worth individuals and family office clients.

Daniel G. Coman brings more than 35 years of experience advising business owners, executives, and ultra-high-net-worth families on estate planning, business succession, mergers and acquisitions, asset protection, philanthropy, and tax matters.

He earned both a JD and an MBA from the University of Illinois and is also a Certified Public Accountant in Illinois. His combined expertise in law, business, accounting, tax strategy, corporate transactions, real estate, and estate planning is rare in the advisory industry.

At Leelyn Smith, Daniel G. Coman works in a consulting role, advising clients on estate planning, business transitions, asset protection, philanthropy and multi generational wealth strategies alongside the firm’s wealth management and tax teams. Clients who need legal representation are referred to external legal counsel.

Daniel G. Coman is also the Founder and Managing Member of Coman Law Group, LLC, a concierge law firm based in Naperville that serves business owners, ultra-high-net-worth individuals, and families.

"Dan is the kind of advisor who has seen everything – business exits, estate disputes, generational transitions, the moments where a family's financial life gets genuinely complicated. Having someone with that depth of experience across multiple sectors sitting with our clients, not across the table from them, changes what we are able to do for the people we serve." - Drew Grider, President, Leelyn Smith.

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"I have spent my career at the intersection of tax, legal and financial complexity, and I have always believed those disciplines are more valuable when they work together than when they operate in sequence. Leelyn Smith is one of the few firms that has actually built that model. I look forward to bringing that coordination to their clients." Dan Coman, Chief Family Office Strategist.

About Leelyn Smith

Founded in 1968, Leelyn Smith is an integrated advisory firm that combines wealth management, tax strategy, financial planning, accounting, and CFO services into one coordinated practice. The firm provides personalized support while offering broad expertise across multiple financial areas. Its team works closely with clients to understand their careers, family goals, major life transitions and long term legacy plans.

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