Over the years, I have come to realize that wealth has a way of complicating things for many individuals and families. I am passionate about helping our clients navigate these complexities to bring clarity and order to their financial lives. A properly coordinated plan that integrates a family’s investments, their estate and trust planning, financial and business succession planning and charitable planning objectives is critical to achieving long-term wealth management success.
He has over fifteen years of experience working in a consultative capacity with some of the country’s largest and most prestigious law firms, accounting firms and wealth management firms. Chris is a Partner and Principal of the Twelve Points Family Office division, which provides concierge services for high net worth families. He specializes in financial planning strategies, estate planning, portfolio management, business succession and intergenerational wealth transfer to help clients achieve long-term financial objectives.
Before joining Twelve Points, Chris was Senior Relationship Manager and Director of Planning for the Private Wealth practice at Shepherd Kaplan, and handled additional responsibilities for institutional clients. He previously served as the Director of Planning and on-site Registered Principal for Lincoln Financial Advisors/Sagemark Consulting. Prior to that, he practiced law in Boston. Chris holds a degree in Finance and Management from Northeastern University and a J.D. from Massachusetts School of Law in Andover. He is a CERTIFIED FINANCIAL PLANNER™ and has been featured in Worth Magazine.
A native of Worcester, MA, Chris and his wife Kathleen live in Medfield, MA with their two children. They are heavily involved with local charities, including NewLife Home Refurnishing and Medfield Neighbor Brigade, which Kathleen co-founded. Chris is also an active member of the Boston Estate Planning Council and Attorneys for Family-Held Enterprises (AFHE). He enjoys skiing, hiking, travel, seeing live music and spending time with his family.
Chris Cahill holds a Series 66 securities license and a life insurance license.