Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team
Kathy Wunderli has about two decades of experience in private wealth. She called the company’s legal team “second to none” in digital estate planning.
Estate planning platform Wealth.com is bringing on Kathy Wunderli as head of private wealth on the firm’s legal team.
Wunderli has 20 years of private wealth legal expertise, focusing on estate planning, probate, trust and tax issues. Wunderli said Wealth.com’s legal team was “second to none in the digital estate planning space.”
“We have the ability and experience to revolutionize the estate planning experience by blending the best of technology, legal knowledge and artificial intelligence to benefit clients and their personal planning team,” she said.
Before joining Wealth.com, Wunderli was a partner at the Los Angeles-based law firm Willkie Farr & Gallagher, working on issues ranging from premarital and post-marital agreements and cross-border estate planning with entertainment industry leaders, as well as high-net-worth families, individuals and business owners.
In 2023, Wunderli (along with fellow Willkie Farr & Gallagher partner Michele Mulrooney) was named on Variety’s “Legal Impact Report,” charting Hollywood’s top entertainment dealmakers and litigators. While Variety said the duo never named their clients, it reported it was “well-known” in the entertainment industry that the pair worked for many of the town’s A-listers.
Several weeks before Wunderli’s move, Wealth.com hired Dan Bolton as its new head of marketing from Nitrogen (formerly Riskalyze), where he’d been a vice president of corporate marketing. Bolton pledged to help craft the company’s marketing strategies and brand evolution (including a cross-country tour to connect with leading wealth management firms).
Last September, the firm completed a $30 million Series A funding round led by Google Ventures, also including Citi Ventures, Outpost Ventures (an investment platform for Neuberger Berman), 53 Stations (supported by The Pritzker Organization) and Firebolt Ventures.
In 2024, the firm also launched a Family Office Suite, combining many of Wealth.com’s services into a “connective tissue” for family office advisors.
