Advisor · Canonical record
Claire Berg, CFP, AEP
Principal · Northstar Heritage
AUM (fee-only) Fee-only verified
Summary
Claire has led Northstar's estate-planning coordination for 14 years, working in parallel with trusts-and-estates counsel across several Boston-area firms.
Structured record
| Fee model | AUM (fee-only) |
|---|---|
| Engagement | Investment minimum $2M |
| Home location | Boston, Massachusetts |
| Serves | Massachusetts , New York |
| Credentials | CFP · AEP |
| Education | BA, Harvard College · JD/MBA, Boston College |
| Years practicing | 21 |
| Ideal client | Established Boston and New York households coordinating multi-generational estate planning. |
Specialties
-
Estate & legacy planning
Trusts, gifting, and multi-generational coordination with legal counsel.
-
Retirement planning
Income, withdrawal strategy, Social Security, and sequence risk.
-
Tax planning
Multi-year tax strategy, not just April filing.
Audiences served
- Retirees
- High earners
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- AEP — source: NAEPC
Record last verified on 2026-01-14. Any advisor — member or not — may request a correction.
Related advisors
Firm: Northstar Heritage
Multi-generational fee-only firm focused on estate and legacy planning for established households.