Boryana Zamanoff

Senior Wealth Strategist @Bny Wealth

Los Angeles, CA, US
EMAILS
b••••••••@bny.com
MOBILE NUMBERS
+13•••••••32

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WORK HISTORY

Jan 2011 — Present

Senior Wealth Strategist @Bny Wealth

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I provide customized advice to ultra high net worth US and multinational clients and family offices on complex estate planning, gifting and charitable strategies formulated to maximize and protect wealth and to transfer wealth in a tax effective and value-consistent manner to the next generations. I help clients accomplish their life vision and purpose within their legal structures and documents.I am passionate about and experienced in governance, both family governance, with focus on educating the next generations of wealth creators and children of highly successful families, and governance of the family enterprise, involving ownership, family and employees. I am involved in preparing and empowering both family trustees and beneficiaries of complex multigenerational trusts in fulfilling their roles.I am interested in the practices and ideas that foster raising financially (and otherwise) successful kids whose aspirations are boosted (and not hindered) by the wealth generation before them. I speak at a variety of forums, including the ABA, the AAML, EO, Vistage, USC Business School, UCLA Law School, STEP and others and have been quoted in publications such as Bloomberg, Martha Stewart Living, Apartment Therapy, and a variety of legal publications.

EDUCATION

2001 — 2004

University of California, Los Angeles - School of Law

J.D.

1995 — 1999

Colgate University

BA

SKILLS

Corporate GovernanceAuditingEstate LawTrustsDue DiligencePhilanthropyWealth ManagementCharitiesCommercial LitigationCivil LitigationPrivate EquityLegal ResearchHigh Net Worth IndividualsRisk ManagementPortfolio ManagementSecuritiesInvestmentsEstate PlanningWealthAsset ManagementStrategyTaxLegal WritingLitigationTax LawEstate AdministrationAccountingEquitiesCorporate LawMediationMergers & Acquisitions

ABOUT BORYANA ZAMANOFF

I have worked exclusively with successful families, their foundations and family offices since 2004, first at a national law firm and currently at a top wealth management firm. My focus includes estate and gift planning, trust administration and succession, charitable giving, governance, fiduciary services, investment and wealth management and next generation education. I am passionate about making my clients\' lives easier, more tax efficient and consistent with their purpose.

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