“We are excited to welcome Ian Privett to the firm. With his deep experience in fiduciary administration and trust management, he will be a tremendous resource for our clients and team.” – Rob Arone

Ian Privett specializes in estate and trust administration, drawing on more than a decade of experience serving high-net-worth individuals, families, and institutions. He provides thoughtful guidance to clients navigating the complexities of fiduciary law, estate settlement, and wealth transfer planning.

Before joining Orsi Arone Rothenberg Turner LLP, Ian served as Vice President and Trust Officer at First Citizens Bank (formerly Silicon Valley Bank and Boston Private Bank & Trust Company), where he administered a wide range of trust and estate accounts and managed relationships for over 150 clients. He also served as Vice President and Trust Officer at Bank of America Private Bank, where he advised clients and their professional advisors on estate planning strategies and trust operations, managed relationships for hundreds of high-net-worth clients, coordinated smooth estate and trust operations with attorneys, beneficiaries and accounts and monitored compliance and regulatory adherence across portfolios.

Earlier in his career, Ian practiced law at several Boston-area firms, where he represented clients in estate planning, housing, and civil litigation matters.

Ian takes pride in providing reliable, client-focused service and in building long-term relationships grounded in trust and understanding. His background in both private practice and fiduciary administration enables him to bridge legal and financial perspectives, ensuring families’ goals and business objectives are accomplished smoothly and effectively. Ian places his experience and expertise at the service of clients, making requirements less complex and burdensome while ensuring positive outcomes.

Please feel free to connect directly with Ian if you have any questions.