Cameron Casey

Cameron Casey is Co-Chair of Choate’s Wealth Management Group, providing comprehensive estate planning advice to high-net-worth individuals and families. She works with her clients to develop plans that achieve clients’ goals for themselves, their families and the charitable organizations that are important to them. Strategic tax planning is integral to this process. Cameron serves as a trustee and family advisor for clients, helping them steward family capital, foster intergenerational transitions, and communicate philanthropic values. Cameron also advises tax-exempt organizations and corporate fiduciaries on charitable planning matters. · Choate, Hall & Stewart

United StatesEstate Planning, Tax Planning

E-mail

À propos

Cameron Casey is Co-Chair of Choate's Wealth Management Group, providing comprehensive estate planning advice to high-net-worth individuals and families. She also advises tax-exempt organizations and corporate fiduciaries on charitable planning matters.

Domaines d’expertise

Estate PlanningTax PlanningCharitable PlanningWealth Management

Bureau

United States

Choate, Hall & Stewart · Cameron Casey is Co-Chair of Choate’s Wealth Management Group, providing comprehensive estate planning advice to high-net-worth individuals and families. She works with her clients to develop plans that achieve clients’ goals for themselves, their families and the charitable organizations that are important to them. Strategic tax planning is integral to this process. Cameron serves as a trustee and family advisor for clients, helping them steward family capital, foster intergenerational transitions, and communicate philanthropic values. Cameron also advises tax-exempt organizations and corporate fiduciaries on charitable planning matters.

United States

Expertise

High-Net-Worth IndividualsFamiliesTax-Exempt OrganizationsCorporate Fiduciaries

Formation

Harvard Law School, JD, 2003
Smith College, BA, 1996