New Chris Nason of Wealth.com
Wealth.com, the estate and tax planning platform, said Tuesday that Chris Nason has joined the company as head of private wealth.
Nason comes from the law firm McDermott Will and Schulte, where was a partner in the San Francisco office, advising ultra-high-net-worth families and international clients on complex estate and tax planning matters.
In his new role, Nason will lead "the continued development of Wealth.com's private wealth strategy, embedding substantive legal and tax expertise directly into the platform's architecture, estate and tax planning workflows, advisor education initiatives and enterprise partnerships," the firm said in a statement.
"He will work closely with product and engineering teams to ensure the platform reflects the technical precision required for sophisticated multigenerational and tax-sensitive planning," it explained.
"We are at a pivotal moment in wealth management," Nason added in the statement. "Advisors are navigating the largest intergenerational wealth transfer in history alongside increasing tax complexity, cross-border considerations and heightened compliance burdens. Technology supporting those conversations must be grounded in real legal substance."
Nason, who teaches estate planning and trusts and estates at Stanford Law School, said he was excited to join Wealth.com "because of its clear commitment to legal rigor and its ambition to build a platform that truly reflects the complexity of modern estate and tax planning."
Rafael Loureiro, Wealth.com's CEO and founder, added, "As estate and tax planning become central to how leading firms differentiate, technology and artificial intelligence must be grounded in the same legal rigor that governs sophisticated private wealth strategy."
Nason's "expertise strengthens our ability to deliver innovation that is institutionally sound, legally precise and trusted by the nation's largest financial institutions," Loureiro said.
A graduate of Yale Law School, Nason served as an editor of the Yale Journal of International Law. He was a fellow at the China Law Center and co-president of the Law and Africa Society.
Before law school, he studied Chinese language and law at Peking University as a CSC Scholar.
Pictured: Chris Nason
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