Charlotte Ito designs and implements thoughtful and innovative strategies for the accumulation, management and transfer of wealth for high net worth individuals and their families.  Her practice includes domestic and international estate and personal planning for closely-held business owners, company founders, venture capitalists, private and public company executives, and entertainment, sports and media figures.  

  • Business succession planning

    Business Succession Planning

    The concerns of a closely held or family owned business are complex. In addition to the normal operating issues and day-to-day management of the business...

  • Estate, gift and tax planning

    Estate, Gift and Tax Planning

    Estate, gift and tax planning involves both a science and an art – the science of analyzing technical tax issues and coming up with innovative solutions...

  • International estate planning

    International Estate Planning

    We regularly work with international families – where family members are citizens and residents of different countries or own assets and investments in different countries...

  • Philanthropic planning

    Philanthropic Planning

    Philanthropy is an integral part of many clients’ lives, and we help our clients and their families design and implement their philanthropic goals...

  • Probate and trust administration

    Probate and Trust Administration

    We represent trustees and personal representatives in trust and probate administrations. We also represent beneficiaries, heirs and creditors to protect their interests....