People Moves

Convergent Appoints Estate Planning Head

Tom Burroughes Editor London May 6, 2010

Convergent Appoints Estate Planning Head

Convergent Wealth Advisors has appointed Sisi Tran, formerly of Proskauer Rose, to head up its estate planning efforts on behalf of its clients.

Tran’s practice area at Proskauer included estate, gift and inter-generational tax planning, income tax planning of trusts, probate and trust administration and charitable planned giving.  Prior to Proskauer Rose, she was an estate planning attorney with Katten Muchin Rosenman in Los Angeles and Quarles & Brady, in Naples, Florida.

Convergent Wealth Advisors advises on more than $13 billion of assets.

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