Zaffos has 15 years of industry experience - at firms including Venable, Proskauer Rose and Katten Muchin Rosenman - and specializes in estate planning for ultra high net worth clients.

Convergent Wealth Advisors advises on over $11 billion in assets (as of June 30, 2013). The firm provides investment consulting services and wealth management solutions to UHNW individuals and family offices with investable assets of at least $10 million.

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.