Mara M. Mahana
Senior Director at Syon Capital
Mara Mahana, Esq. is a Senior Director and Wealth Strategist at Syon Capital, where she provides personalized estate and wealth planning education and advice to high-net-worth and ultra-high-net-worth clients, taking into account their individual needs and circumstances. She works closely with clients to align their values, goals, and objectives with their financial and wealth decisions.
Ms. Mahana received a BA, with honors, from the University of California, Santa Cruz, and a J.D. from the University of California at Davis King Hall School of Law. She has 20 years of experience in the legal field, most recently as an equity partner in a national law firm, before leaving private practice to provide comprehensive wealth planning advice to clients.
Ms. Mahana is a member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), and is an update author for CEB's, “Crossover Issues in Estate Planning and Family Law,” practice guide. She is a frequent speaker and published author on various estate planning-related topics.
CEB Region:
Bay Area Region
