Katharine has 10 years of experience in wealth management and law, specializing in estate and trust administration. She has a deep understanding of complex estate planning strategies and tax optimization techniques. She works with high-net-worth individuals and families to preserve and grow their wealth. She enables clients to develop and understand their goals and objectives and providing strategic guidance on all trust-related matters. Known for her personalized approach and commitment to client satisfaction, Katharine is dedicated to helping clients achieve their financial goals and legacy aspirations.