Charles A. Cheever
Charles serves as co-chair of Choate’s globally-recognized Wealth Management Group where he serves as a professional trustee, legal and business advisor for some of the country’s wealthiest families. In this role, he develops and operates customized "family offices" for multi-generational families, personally overseeing more than $1 billion of assets.
Known for creating deep teams of Choate experts in key legal and investment disciplines, Charles works with his colleagues to deliver highly personal service for the family offices he creates in the areas of investment management, estate and gift tax planning, income tax planning and return preparation, trust and estate administration services, family stewardship and succession planning, and philanthropy.
Recent Engagements
- Planned tax strategies to preserve and manage $30 million of waterfront property for multiple generations of a single family.
- Executed estate planning strategy for venture capital client that transferred $66 million to children free of gift tax through grantor retained annuity trust.
- Created limited partnerships, limited liability companies and trusts for asset protection and wealth preservation purposes, including recent tax-free sale of multi-million dollar commercial real estate to long-term family trust.
Publications and Presentations
- “You Don’t Have to be a Billionaire to Plan Like One,” quoted, Forbes
- “Practice Management: Trust Solves a $30 Million Problem,” featured, The Wall Street Journal
Charles is a speaker on estate planning and wealth management strategies throughout Massachusetts
Recognition
- Best Lawyers in America (2009-2024)
- Massachusetts Super Lawyer
Education & Credentials
- University of Virginia School of Law
- JD, 1995
- Harvard University
- BA, 1990
Admissions
Massachusetts