Jacqueline Rahn — Head of Family Office Fiduciary Services · RWA Wealth Partners

Jacqueline Rahn — Head of Family Office Fiduciary Services · RWA Wealth Partners · Boston, Massachusetts, United States.

Direct contact

No direct contact on file for Jacqueline yet.

About

I bridge the gap between complex estate plans and real-world execution. I serve as a subject matter expert in trust and estate administration with the goal of explaining and implementing complicated plans. I regularly advise a broad spectrum of stakeholders - client families, next generation beneficiaries, internal and external trustees, and internal investment teams and trust administrators - ensuring everyone operates with complete alignment and clarity.

Experience

Head of Family Office Fiduciary ServicesCurrent
RWA Wealth Partners · Boston, Massachusetts, United States
Jan 2025 – Present
Fiduciary Services Director
ROPES WEALTH ADVISORS LLC · Boston, Massachusetts, United States
Nov 2022 – Jan 2025
Guide fiduciaries, investment professionals, beneficiaries, and administrators in the creation, operation, and dissolution of trusts, partnerships, and other business entities.

Education

Boston University School of Law — Master of Laws - LLM, Tax Law/Taxation · Sep 2023 – Aug 2026
Boston University School of Law — Doctor of Law (J.D.) · 2009 – 2012

Skills

Asset ManagementWealth Management ServicesWealth TransferWealth Preservation PlanningMulti-generational wealth transferFamily Wealth Management