Wealth Planning

When to Say “I Do” to a Prenup

April 23, 2020

Melissa Punim
Melissa Punim

Director in Strategic Planning, Partner

Melissa joined Aspiriant in 2012 and currently serves as a Director in the Strategic Planning group. Melissa also became a partner at Aspiriant in May 2018.

Based in the Los Angeles office, Melissa brings together her academic training in psychology and tax law to assist high net worth clients across the United States with estate, tax, and philanthropic planning as a part of Aspirant’s Exclusive Family Office. In this role, Melissa has served as the primary estate planning advisor for clients nationwide with a net worth between $5 million and $1 billion. In addition to her client service responsibilities, Melissa is also a member of Aspiriant’s firm-wide Extended Planning Strategy & Research team.

Melissa earned her bachelor’s degree in psychology from Emory University in Atlanta, and both her J.D. degree and master’s degree in tax law (the latter with distinction) from Loyola Law School, Los Angeles. She is an active member of the State Bar of California.

Melissa is also a practicing attorney as a partner in Primiani, Stevens & Punim, P.C., a boutique law firm specializing in estate and philanthropic planning for high net worth families.

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