Trusts and Estates Team

Jonathan C. Connolly

As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for ...

Kadeidra Honey-Brooks

Kadeidra Honey-Brooks, J.D.

Based in our San Rafael, CA office, Kadeidra serves as a Senior Vice President on the Trusts & Estates team, ...

Heather Flanagan

Heather Flanagan

Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust ...

Rich Yam

Richard Yam, J.D.

Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care ...