WASHINGTON, DC – Convergent Wealth Advisors today announced that Sisi Tran, Esq. has joined the firm to lead Convergent’s estate planning efforts on behalf of its clients.

“Estate planning is a very important area in which we add value for our clients outside of their investment portfolios,” said Steve Aucamp, Convergent’s Executive Director responsible for the Ultra-High Net Worth Group.  “We often say that good estate planning trumps investment performance any day of the week and, as such, we are extremely pleased to have someone of Sisi’s caliber lead our efforts on this front.”

“I look forward to serving as an ongoing source of new ideas and estate planning strategies for Convergent clients,” said Ms. Tran.  “I am truly impressed with Convergent’s commitment to advising clients on all aspects of their wealth planning and am confident that we will continue to add great value for them.”

Ms. Tran joins Convergent from Proskauer Rose, LLP, where she brings extensive experience in developing and implementing a wide variety of sophisticated estate planning techniques for clients of ultra-high net worth.  Her practice areas included estate, gift and generation-skipping tax planning, income tax planning of trusts, probate and trust administration and charitable planned giving.  Prior to Proskauer Rose, LLP, Sisi was an estate planning attorney with Katten Muchin Rosenman, LLP in Los Angeles and Quarles & Brady, LLP in Naples, Florida.  She is a member of the California and Florida State Bars.

Ms. Tran received her JD and LLM Tax degrees from the University of Miami School of Law and a BS in Biological Sciences from the Florida State University.  She will be based out of Convergent’s Los Angeles office.

About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over
$13 billion in assets.  Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to over 370 ultra-high net worth individuals, institutions and family offices.  Convergent is headquartered outside of Washington, D.C., with offices in Los Angeles, New York, Portland (OR), Rochester (NY) and Seattle.  Convergent is a majority owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank.

Media Contact:
Laura Smith
301.998.0304
Laura.Smith@ConvergentWealth.com