News Summary

BOSTON — Brown Advisory, a global, private and independent investment management and strategic advisory firm, is excited to announce that Reena Thadhani has joined as a partner and strategic advisor in its Boston office.

Ms. Thadhani was most recently a partner with Mintz Levin’s Private Client Section where she managed the firm’s core estate planning and private wealth practice – representing high net-worth individuals – on gift and estate tax planning. Her practice also focused on counseling individuals and families in developing and implementing various wealth planning strategies and giving advice on fiduciary matters, including the administration of estates and trusts. Ms. Thadhani was also a member of the Immigration Section and advised clients on all aspects of immigration law and pre-immigration estate planning. She has extensive experience working with the US Department of Labor and US Citizenship and Immigration Services.

Before joining Mintz Levin, Ms. Thadhani clerked for the Honorable J. Harold Flannery of the Massachusetts Court of Appeals. She has held a number of positions in the community including counsel for the Greater Boston Food, an advisory board member on The Massachusetts Commission Against Discrimination and past commissioner for the Massachusetts Commission on the Status of Women. Ms. Thadhani is a cum laude graduate of Boston College Law School and a summa cum laude graduate of Boston College.

At Brown Advisory, Ms. Thadhani will serve as a strategic advisor focused on advising clients on various aspects of estate planning, tax planning, philanthropy, family businesses and wealth management matters. She will serve as a thinking partner to families to assist them in executing on tax and non-tax planning matters in order to help families achieve their long-term goals. “We are so pleased to have Reena on board. She is extremely well regarded in the community and brings over 25 years of strategic estate planning experience,” explained Craig Standish, partner, strategic advisor and head of Brown Advisory’s Boston office. “Having someone of Reena’s caliber added to our team will have a material effect on the advice we deliver to clients and enhances our ability to deliver thoughtful tax and planning advice to our clients in the Boston area and beyond."

The addition of Ms. Thadhani demonstrates the firm’s continued commitment to our clients with focus on identifying talented professionals who can help contribute to our clients’ long-term strategic plans. The firm believes that by identifying and partnering with people who embody Brown Advisory’s client-first, colleague-driven and community-focused culture, it can make a meaningful difference in the lives of clients and communities across the globe.

 

About Brown Advisory

Brown Advisory is an independent investment management firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 39 countries and territories and are served by over 700 colleagues worldwide, all of whom are equity owners of the firm. For more information, please visit: https://www.brownadvisory.com/us/home

 

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