Katherine E. Cauley

Kathy concentrates her practice on all aspects of tax and estate planning and administration, wealth preservation and charitable giving, trust administration, Canada/U.S. cross-border tax and estate planning, and business succession planning.

Using her 20 years of experience working with high net worth individuals and complex assets, Kathy crafts client-specific plans designed to maximize tax efficiency without sacrificing legacy objectives like family harmony, philanthropy, and stewardship of family assets across multiple generations.

Kathy favors a collaborative approach, working with the family’s other advisors, accountants, and wealth planners to develop a comprehensive estate roadmap.

Kathy counsels clients with ties to multiple jurisdictions. Whether her clients want to change their domicile or preserve the family cottage, or they have children and grandchildren across the river, Kathy helps them navigate the tax complexities and jurisdictional “peculiarities” that can be a trap for the unwary.