They will both have an advisory role, instructing high net worth clients on issues related to domestic and international wealth structuring, multi-generational estate planning, wealth preservation strategies and planned charitable giving.
In San Francisco, Patel will primarily serve clients in the West Coast and Texas regions. Liss will serve the New York team, including Anthony Ruscigno, director, and Kristen Rode, assistant vice president. They both report to director Chris Johnson.
“We are extremely pleased to welcome professionals of Stephen and Alpa’s caliber to Barclays” Mitch Cox, Head of Wealth Management, Americas for Barclays, said. “As we seek to organize, preserve and enhance our clients’ wealth across generations, Stephen and Alpa’s wealth management experience will be invaluable in supporting our client’s lifestyles and broader ambitions for their families.”
Liss had most recently been a partner at the international law firm Withers Begman LLP, a position he held for 11 years.
Before joining Barclays, Patel spent the last 18 years advising corporate executives and high net worth individuals and was previously the west coast head for the Wealth Planning Group at Credit Suisse. She specialized in philanthropic areas such as the formation and oversight of private foundations and assisting clients with donor advised funds.
Barclays’s Wealth and Investment Management and its Wealth Trustees divisions have 13 offices nationwide.