Charles Cheever, Choate’s co-managing partner since 2014, helps high net worth clients manage their planning, tax, and investment responsibilities in order to meet their financial goals for their families. Charles works deliberately to get to know his clients and their families personally in order to provide advice that is independent and focused exclusively on what is best for each client. With deep experience serving as trustee for more than $1 billion in assets, he utilizes the full range of Choate’s Family Office Services Group to deliver fully integrated counsel in estate planning, income and gift tax planning and return preparation, investment advice, portfolio management, and trustee services.
Sign up to view 48 direct reports
Get started