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Ladidas Lumpkins Joins Walter Shuffain as Shareholder

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19 AUG 2024 / PEOPLE UPDATES

Ladidas Lumpkins Joins Walter Shuffain as Shareholder

Ladidas Lumpkins Joins Walter Shuffain as Shareholder
Summary
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Boston-based firm, Walter Shuffain, has welcomed Ladidas Lumpkins as a new shareholder. Lumpkins, an accomplished lawyer and CPA with unique expertise in international trust work, previously working at a well-known international advisory and accounting firm, will provide her diverse client base with comprehensive wealth management and financial planning services.

New Role at Walter Shuffain

  • Ladidas Lumpkins has joined the Boston-based firm, Walter Shuffain, which reported a FY23 net revenue of $30.3 million. 
  • She has been admitted as a shareholder in the firm. 

Unique Expertise and Comprehensive Perspective

  • Dual Background as Lawyer and CPA  
  • Lumpkins combines her expertise as both a lawyer and Certified Public Accountant (CPA), providing a unique and holistic approach to client service. 
  • This combination ensures her clients receive high-quality guidance in wealth management and long-term financial planning. 

Specialization in International Trust Work 

  • Global Expertise  
  • Lumpkins has a specialized focus on international trust work, making her an essential resource for clients with global interests. 
  • Her vast experience in international estate planning allows her to craft tailored solutions that meet the diverse and complex needs of her clients. 

Previous Experience 

  • Prior to joining Walter Shuffain, Lumpkins was a partner at a prominent international advisory and accounting firm, where she further honed her expertise in managing intricate financial and estate planning matters. 

Until next time…

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