Strategic hire strengthens platform’s legal foundation as estate and tax complexity accelerates

Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as head of private wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a partner in the firm’s San Francisco office, advising ultra-high-net-worth (UHNW) families and international clients on complex estate and tax planning matters.

In this 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. 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.

“We are at a pivotal moment in wealth management,” said Nason. “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. I’m 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.”

“Chris represents exactly the kind of leadership required for where this industry is headed,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “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. Chris’ expertise strengthens our ability to deliver innovation that is institutionally sound, legally precise and trusted by the nation’s largest financial institutions.”

A graduate of Yale Law School, Nason served as an editor of the Yale Journal of International Law, was a fellow at the China Law Center and co-president of the Law and Africa Society. Prior to law school, he studied Chinese language and law at Peking University as a CSC Scholar. He has been recognized by Best Lawyers: Ones to Watch in America for Trusts and Estates (2021–2026), named “Up and Coming” by Chambers High Net Worth in Private Wealth Law (California, Northern) and selected as a Private Client Global Elite “Ones to Watch” honoree (2017–2021). Nason is admitted to practice in California, Massachusetts, New Jersey and New York.

Nason focuses his practice on sophisticated private client matters and is widely regarded for his depth in international estate planning. He serves as managing editor of International Estate Planning, a multi-volume guide to U.S. estate and income taxation of foreign nationals published annually by LexisNexis/Matthew Bender Elite and teaches Trusts and Estates Planning at Stanford Law School.

“Estate and tax planning require precision and dependability,” said Anne Rhodes, chief legal officer at Wealth.com. “Technology in this category must embody substantive legal reasoning and withstand institutional scrutiny at scale. Chris has practiced at the highest levels of private wealth law, and his leadership deepens the analytical discipline and technical integrity embedded in our platform’s design.”

Nason’s appointment underscores Wealth.com’s broader commitment to building the most legally rigorous estate and tax planning platform in wealth management. As the $124 trillion Great Wealth Transfer accelerates and tax laws continue to evolve, advisors require technology grounded in institutional-grade legal expertise. By investing in substantive legal leadership at the core of its platform, Wealth.com continues to raise the standard for estate and tax planning technology.

To learn more about Wealth.com’s estate and tax planning solutions, visit wealth.com.

About Wealth.com

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

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