Julian Lopez is an industry veteran who has more than 20 years of experience.
Not all cities can offer all family members what they need to be happy.
Tara Latini most recently served as HSBC head of wealth and personal banking in the U.S.
Legacy partners Cris Iron and Eddie Fernandez founded the practice in 1995.
Steve Chipman is an industry veteran with more than 25 years of advisory experience.
Kathryn Dattomo was previously chief development officer at the American Association of Neurological Surgeons.
These cities offer families a mix of affordability, recreation and social services, according to WalletHub.
The two new appointments expands the board's total membership to 15.
Reality sometimes conflicts with an owner's vision of how a succession should play out, a study by the firm found.
Jonathan Blakelock and his six-member support staff were formerly with Ameriprise.
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