Chief Fiduciary Officer
Brenda Diana is the Chief Fiduciary Officer of Ropes Wealth Advisors, providing expert fiduciary services and estate planning to clients as part of RWA’s offering of trust and estate administration. Brenda serves as trustee for numerous trusts, as executor for estates of varying size and complexity, and has extensive experience working with working with high net worth individuals and multiple generations of families with accumulated wealth. In addition, Brenda is a founding partner of Hall and Diana LLP, a boutique law firm specializing in domestic and international estate, tax, and charitable planning, estate settlement, and fiduciary administration.
Prior to joining RWA in 2023, Brenda was co-leader of Ropes & Gray LLP’s private client group, having joined the private client group in 1988 and becoming a partner of the firm in 1996. She served as trustee for numerous trusts, concentrating on representing fiduciaries in the settlement of estates and preparing estate plans for individuals. Her practice included working with high net worth individuals, multiple generations of families with accumulated wealth, entrepreneurs, private and public company executives and shareholders, and professional public personalities. Her practice involved the administration of client estates and trusts, including post-mortem tax planning and rendering advice regarding fiduciary responsibilities. As executor for estates of varying size and complexity, Brenda helped clients through diverse personal transitions and provided advice on risk management, fiduciary investments and efficient tax alternatives to avoid potential issues or disputes. Her expertise includes the coordination of the proper disposition of individual and family assets including art, antiques, real estate and other valuables and works with well-known auction houses and advisors when appropriate. Brenda advised clients on various charitable and philanthropic endeavors and worked closely with financial planners and philanthropic advisors to develop comprehensive plans to meet the unique needs of her clients. For many years, Brenda was a member of Ropes & Gray’s Hiring Committee and Associates Liaison Committee.
Passionate about pro bono work and community service, Brenda serves as chair of the board of directors at Project Citizenship, a nonprofit focused on providing free legal services to immigrants, and sits on the advisory board of directors for My Life My Choice, an organization dedicated to ending the commercial sexual exploitation of children.
Brenda resides with her family in Wellesley.