Isabel Miranda
Managing Partner
My goal is to counsel families seeking to transfer their wealth in a manner that is administratively and fiscally efficient, and—most importantly—conducive to open communication that promotes family harmony.
– Isabel Miranda
Biography
Isabel Miranda is a founding and managing partner of Pearlman & Miranda, where her practice focuses on Trusts & Estates Law. Before founding Pearlman & Miranda, Ms. Miranda was the CEO of Heritage Family Wealth Consulting and the Managing Partner of a solo law practice. Prior to that, Ms. Miranda was the Managing Partner of the Trusts & Estates Law practice at DeCotiis, FitzPatrick & Cole. Ms. Miranda advises multi-generational families on estate planning, family governance, the administration of their estates and trusts, succession planning for their closely held businesses and charitable planning. Her peers consider her a thought leader on client centered, values-based estate planning. She is a Member of the Committee on Attorney Professionalism of the New York State Bar Association as well as a Member of the Society of Trust and Estate Practitioners (“STEP”) Disciplinary Panel.
Before embarking on her legal career, Ms. Miranda managed the trust business at the U.S. Trust Company of New Jersey, where she was the Senior Vice President and Director, Chief Trust Officer, Member of the Board of Directors, and Chair of the Personal Administration and Investment Review Committee. Before joining U.S. Trust, Ms. Miranda was Vice President and Director of The Citibank Private Bank, where she headed the domestic personal trust business. She served as Chair of Citicorp Trust of Florida, N.A. and Citicorp Trust of California, N.A. Ms. Miranda founded Citicorp Trust South Dakota, which enhanced the corporation’s trust offering for ultra-high net worth families.
Ms. Miranda has served on many non-profit and governmental boards throughout her career, among them, Chair of the board of the University and Medicine of New Jersey, the Robert Wood Johnson University Hospital board, the board of the UMDNJ Foundation, the board of Executive Women of New Jersey, the board of New Jersey Women's Political Caucus, a founding member of New Jersey Women in Public Finance and the Vice Chair of the New Jersey Congressional Redistricting Commission. She is married to Donald “Skip” Browne, and together they have four adult children and six grandchildren.
BAR ADMISSIONS
New Jersey
New York
Education
| St. John's University School of Law, J.D.magna cum laude, Order of the Coif | 1979 |
| Fordham University, B.S. Finance & Economicscum laude | 1977 |
Professional Memberships
Society of Trust & Estate Practitioners (STEP)
Member of Disciplinary Committee
American Bar Association
Real Property, Probate and Trust (RPPT)
New York State Bar Association
Trust and Estate Section
New York State Bar Association
Committee on Attorney Professionalism
Collaboration for Family Flourishing in New York
Treasurer
Positions
Law Offices of Isabel Miranda, LLC
Managing Partner
Heritage Family Wealth Consulting
Chief Executive Officer
U.S. Trust Company of New Jersey
Director, Senior Vice President, & Chief Trust Officer
U.S. Trust Company of New Jersey
Chairperson, Personal Administration & Investment Review Committee
The Citibank Private Bank
Director & Vice President, U.S. Trust Business
Citicorp Trust of Florida
Chairperson
Citicorp Trust of California
Chairperson
Citicorp Trust South Dakota
Founder
News
Gave webinar to the members of the Purposeful Planning Institute on "Zen and the Art of Family Wealth Planning." November 2015.
Guest spoke at PSE&G's Power Lunch series on "Immigration: A New Jersey Perspective." November 2015
Attendee of Mindful Lawyers Retreat at Garrison Institute. May 2015.
Do You Have This Crucial Financial Letter?
Investopedia. 4 June 2014.
Financial Changes When You Marry.
Investopedia. 28 May 2014.
In Estate Planning, Family Isn't Always First.
The New York Times. 2 May 2014.
Wellington
Co-Managing Dog
As co-managing dog, Wellington (aka "Welly") shares his love and affection with the firm whenever he visits. He enjoys long walks and playing fetch in the park. Welly works for treats and "high-tens." When you visit our firm, make sure to ask for Welly. He would love to say hi!