Convergent Wealth Advisors Hires Stephanie Zaffos, J.D., Tax Strategy Expert in Trust and Estate Planning

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Stephanie Zaffos joins as Director of Trust and Estate Planning

Trust and Estate Planning Expert

Stephanie Zaffos, J.D.

We are thrilled to have Stephanie join our team of experts, further strengthening Convergent’s dedication to guide our clients to timely and meaningful wealth solutions.

Convergent Wealth Advisors today announced the addition of Stephanie Zaffos, J.D., to the team as Director of Trust and Estate Planning. Ms. Zaffos is known for her seasoned expertise in crafting strategies for wealthy clients seeking to minimize tax burdens and maximize wealth transfer to future generations. She is a member of the California State Bar and has been recognized as a Southern California Rising Star by Los Angeles Magazine in their "Super Lawyers" issue from 2004-2012.

In her new role, Ms. Zaffos will serve as the firm’s estate planning expert, supporting Convergent’s ultra-high net worth clients. Her knowledge of estate and trust planning spans nearly 15 years, having practiced at such firms as Venable LLP, Proskauer Rose LLP, and Katten Muchin Rosenman LLP. Ms. Zaffos commented, "Working with Convergent provides a unique opportunity to work on the complex issues facing some of America’s wealthiest families. To help them navigate through the challenges of estate planning is especially rewarding."

Douglas Wolford, Convergent’s president and COO, welcomed Ms. Zaffos, stating, "Stephanie’s expertise is invaluable in today’s tax world filled with intricacies. We are thrilled to have her join our team of experts, further strengthening Convergent’s dedication to guide our clients to timely and meaningful wealth solutions."

About Convergent Wealth Advisors

Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $11 billion in assets (as of June 30, 2013). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more. Independence by Convergent™ is a division of Convergent focused on servicing clients with $1 million and more in investable assets. Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR. The firm is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation, the parent company of City National Bank.

City National Bank is backed by $27.4 billion in total assets (as of June 30, 2013), and provides banking, investment and trust services through 77 offices, including 16 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. The company and its investment affiliates manage or administer $59.1 billion in client investment assets as of June 30, 2013. City National is the 24th largest American commercial bank by asset size, and it has been profitable in every quarter for the past 20 years.

Media Contact: Douglas Wolford | 301.284.1112 | Doug.Wolford@ConvergentWealth.com

Non-deposit investment products are not FDIC insured, are not deposits or other obligations of City National Bank, are not guaranteed by City National Bank and involve investment risks, including the possible loss of principal.

The Rising Stars survey consists of a survey of lawyers nominating the best attorneys under 40 years of age that they have personally observed in action. A research team also reviews the credentials of candidates and confirms proper licensing. The point totals from the general survey and research process are then added to arrive at a final tally. To ensure a diverse and well-balanced list, the research staff considers such factors as firm size, practice area and geographic location.

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Douglas Wolford
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