About Us

Charlotte 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.  She handles asset structuring for privacy, multigenerational estate planning, business succession planning, and complex probate and estate administration and innovative strategies for the accumulation, management and transfer of wealth for high net worth individuals and their families.  

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  Charlotte Ito (Bio)

  Charlotte is a Fellow of the American College of Trust and Estate Counsel, an Academician with The International Academy of Estate and Trust Law, and a Fellow of The American Bar Foundation. 

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  Publications

  Charlotte has authored, co-authored and contributed to several publications including articles, books and course materials. 

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  Speaking Engagements

  As an leader in her field Charlotte is a highly sought after speaker. She has presented on a wide range of topics for various conferences, educational courses, symposiums and organizational meetings.

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  News

  An expert in her field and as a result of her vast experience various news agencies have solicited Charlotte for her input for their articles and news clips.