Managing Director, Wealth Strategist, Mountain Region
Vimala Snow brings deep expertise in comprehensive multigenerational wealth transfer planning and planned charitable giving to her role as managing director of Wealth Strategy for the Mountain region of Cresset Family Office. She is passionate about helping preserve and grow family wealth in a manner that achieves the client’s personal, financial, business and charitable goals.
Prior to joining Cresset, Vimala served as a senior wealth planning strategist with Abbot Downing and led legacy and wealth planning for the Northwest region.
She has extensive experience with wills, trusts, family partnerships, intra-family loans, gift/sale transactions, and governance for closely held businesses.
Vimala earned her Juris Doctor degree from the University of Connecticut School of Law with a Certificate in Tax Studies. She graduated cum laude with a Bachelor of Arts degree in Political Science and Psychology from the University of California, Berkeley.
Vimala is a member of the State Bar of California and is also a member of the American Bar Association, as well as the San Francisco Estate Planning Council.
When not exploring Colorado’s beautiful landscape, Vimala and her husband spend their weekends cheering their son’s baseball games and their daughter’s soccer games.