About Private Wealth Partners
Private Wealth Partners is an employee-owned registered investment advisor. Private Wealth Partners has been serving the investment management needs of high net-worth individuals, families, recognized institutions and charitable organizations.
Private Wealth Partners Headquarter Location
80 East Sir Francis Drake Boulevard
Larkspur, California, 94939,
Latest Private Wealth Partners News
Jan 19, 2021
Two Private Wealth Partners Listed In Spear’s 500 Latest Rankings Paula Myers And Alex Ruffel Make Exclusive List Two of Irwin Mitchell’s partners have been named in the prestigious Spear’s 500 2021 directory. The Spear’s 500 covers the top individuals in the private client sector both in the UK and internationally, focusing on wealth management, law and advisory services. The respected directory is recognised as an industry-leading standard thanks to its comprehensive research scheme. National head of Tax, Trust, Estates and Disputes, Paula Myers, has made the Top 10 Contentious Trust Lawyers list while Tax, Trusts and Estates partner Alex Ruffel, who heads up the London team and specialises in international tax, was named in the Recommended Tax & Trust Lawyers section. Alex was praised for her ‘technical abilities in sophisticated tax issues’. Expert Opinion “It’s absolutely brilliant to see that our expertise has been recognised in the latest Spear’s 500 guide. Alex and I are very pleased to have been listed amongst such prestigious company across the private client industry. “We would absolutely not be able to do the work that we do without the support of our teams, both regionally and nationally. We truly are national in the way that we work and their hard work and support is invaluable. “I would like to extend my congratulations to all of those listed and I hope we can have even more of our excellent team listed in the 2022 edition.” Paula Myers – Partner The move comes after Irwin Mitchell’s private wealth division was recognised with several accolades in recent months; the Tax, Trusts & Estates team won Private Client Legal Team of the Year (large firm) at the STEP Private Client Awards in December 2020.