Charisma J. Romer-Cartwright, TEP

Charisma is an Associate in the firm’s Financial Services, Private Client, Trusts and Estates Practice Group.

Charisma’s practice focuses primarily on Trust and Estate matters and Financial Regulatory matters. She has processed hundreds of cross-border trust and estate planning transactions.

Recent transactions include:

• Assisted with the onboarding of many trust and other fiduciary structures in multiple jurisdictions with assets in excess of millions of dollars.
• Advised a trust company’s banking and wealth planning professionals on the company’s relevant KYC procedures, regulatory procedures, and any documentation deficiencies.