Convergent Wealth Advisors has hired attorney Stephanie Zaffos as director of trust and estate planning. She will support Convergent’s ultra-high-net-worth clients, seeking to minimize tax burdens and maximize wealth transfer to future generations. Zaffos previously practiced at Venable LLP, Proskauer Rose LLP, and Katten Muchin Rosenman LLP.
Please send On the Move items to Kathy Lynch.
