Katie Shaw Senior Client Advisor
Joined Northern Trust
- Bachelors in Psychology from University of California
- Law Degree from University of California - Irvine School of Law
As a Senior Client Advisor, Katie has developed a deep understanding of the complex needs of affluent clients. She works closely with clients and their advisors to craft individualized, multigenerational strategies to address those needs. She has experience assisting clients with, among other things, estate tax planning, estate plan structuring, wealth transfer planning, and business succession planning, and is keenly focused on finding ways to enhance clients’ comprehensive plans.
Before joining Northern Trust, Katie was a practicing attorney with a local Orange County law firm known for its robust Trust and Estates practice. She counseled high net worth individuals and families on complex estate, tax, and business planning matters.
Katie is a member of the Orange County Bar Association and the California Lawyers Association Trusts and Estates Section.