19 AUG 2024 / PEOPLE UPDATES

Ladidas Lumpkins Joins Walter Shuffain as Shareholder

- MYCPE ONE Insights Team

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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Ladidas Lumpkins Joins Walter Shuffain as Shareholder

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