Wealth.com Appoints Kathy Wunderli to Transform Private Wealth
Wealth.com Welcomes Kathy Wunderli as Head of Private Wealth
Wealth.com has made a significant move in strengthening its legal team by appointing Kathy Wunderli as the new Head of Private Wealth. With over two decades of extensive experience in private wealth law, Wunderli is set to enhance the platform's capabilities in estate planning, trust administration, and tax considerations, making her an invaluable asset to the organization.
A Proven Track Record in Private Wealth Law
Kathy Wunderli brings a wealth of knowledge and an impressive background, having most recently served as a partner in the Private Wealth Group at a prestigious law firm in Los Angeles. In this role, she expertly guided clients through various legal complexities, including setting up premarital agreements, navigating cross-border estate issues, and managing trust and estate administrations.
Innovation and Revolutionization of Estate Planning
Wunderli, passionate about her field, expressed enthusiasm about joining Wealth.com, stating, "The legal team at Wealth.com is second to none in the digital estate planning space. We possess the capability and experience to revolutionize the estate planning experiences for clients by integrating top-notch technology, legal knowledge, and advanced AI tools." She looks forward to contributing to the company's mission of modernizing the estate planning industry.
Recognition and Contributions to the Legal Community
Throughout her career, Kathy Wunderli has received numerous accolades for her excellence in legal practice and her efforts within the legal community. She was honored in the esteemed Variety’s 2023 Legal Impact Report and featured on the Hollywood Reporter’s 2022 list of Power Lawyers: Troubleshooters. Moreover, she was nominated for the Los Angeles Times’ Inspirational Award in 2024, showcasing her influence and dedication.
Commitment to Advocacy
Apart from her legal endeavors, Wunderli is deeply involved in advocacy and community support. She serves on the Board of the California Women’s Law Center and co-founded a grassroots initiative aimed at inspiring individuals to improve their communities. Her commitment also includes leading mentoring efforts at her previous law firm, contributing to a more inclusive culture.
The Vision for Wealth.com
Anne Rhodes, Chief Legal Officer at Wealth.com, expressed her excitement about Wunderli joining the team. She emphasized how Wealth.com has carved out a niche in the digital estate planning landscape, discussing plans to enhance offerings as they approach 2025. The integration of seasoned experts like Wunderli augments the company’s ability to provide cutting-edge solutions for ultra-high-net-worth clients who require intricate wealth transfer strategies.
About Wealth.com
Wealth.com is recognized as the leading estate planning platform, partnering with over 500 wealth management firms. This technology-driven platform enables financial institutions to provide modern estate planning solutions, ensuring their clients receive comprehensive support throughout the wealth transfer process. Recently, Wealth.com was distinguished as the top estate planning platform in the latest advisor software survey, solidifying its place at the forefront of the industry.
Frequently Asked Questions
What is Wealth.com?
Wealth.com is an innovative estate planning platform supporting wealth management firms in modernizing their estate planning services.
Who is Kathy Wunderli?
Kathy Wunderli is an experienced attorney specialized in private wealth law, recently appointed as the Head of Private Wealth at Wealth.com.
What are Kathy Wunderli's contributions to the legal field?
Wunderli has received various accolades for her work in private wealth law, including recognition from legal publications and community initiatives.
How does Wealth.com utilize technology in estate planning?
Wealth.com integrates advanced technology and AI tools to enhance the estate planning experience for clients.
What are Wealth.com's future plans?
Wealth.com aims to continue evolving its products and services for ultra-high-net-worth clients, leveraging expert knowledge in wealth transfer strategies.
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