What better way to start the new year than to announce some exciting new additions at our firm? We are happy to announce that Chris Cahill, J.D., CFP® became a Partner and Principal in the Family Office division of Twelve Points on January 5, 2016. This announcement coincides with the launch of the Twelve Points Family Office, which provides concierge services for high net worth families.
Chris specializes in working with high net worth individuals and their families and has over 15 years of experience in financial services. Most recently he was a Senior Consultant, Director of Planning for the Private Wealth practice and handled additional responsibilities for institutional clients at Shepherd Kaplan. His areas of expertise include estate planning, legacy planning, business succession and charitable planning techniques. Chris 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.
Twelve Points Co-Founder and Principal Dave Clayman states, “Chris enhances the vision we have always had for Twelve Points, improving our clients’ lives. Financial matters complicate everyone’s lives; from planning to peace of mind to concierge services, our mission is to make our clients’ lives easier. Chris’s vast experience and knowledge will complement what we’ve already been able to offer and allow us to increase our ability to serve. Most importantly, Chris’s and his wife Kathleen’s commitment to community and charitable endeavors fully embodies our culture of service.”
A native of Worcester, MA, Chris resides in Medfield, MA, with his wife Kathleen and their two children. He holds a degree in Finance and Management from Northeastern University and a J.D. from Massachusetts School of Law in Andover. Chris is active in the Boston Estate Planning Council, and he and his wife are heavily involved with local charities. They enjoy skiing, hiking, travel and spending time as a family.
Please join us in welcoming Chris to the Twelve Points family!
