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Choate Wealth
Choate Wealth was formed in 1996 when the trustee advisory group of Choate Hall & Stewart LLP became a dedicated multi-family office. Todd Millay serves as...
Choate Wealth
Choate Wealth was formed in 1996 when the trustee advisory group of Choate Hall & Stewart LLP became a dedicated multi-family office. Todd Millay serves as managing director and leads investment strategy and operations. The firm’s structure integrates lawyers, tax specialists and investment staff to deliver coordinated wealth governance. Investment activity spans private equity, real estate, infrastructure and philanthropic vehicles. The firm executes through direct co-investments, SPVs and fund-of-funds commitments. Geographic exposure centers on North America with holdings that include core real estate and data-center infrastructure. Sector coverage includes Energy Transition & Renewables, FinTech, Healthcare Services, InsurTech, PropTech and WaterTech. The platform supports Family Office Exchange and Wharton Global Family Alliance participation. Todd Millay previously led the CCC Alliance consortium of family offices and serves on the board of WGBH Educational Foundation. Choate Hall & Stewart Charitable Foundation operates alongside the advisory business.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Todd Millay
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Choate Wealth?
Todd Millay serves as managing director and oversees investment strategy and daily operations.
How is Choate Wealth related to Choate Hall & Stewart?
The firm originated in 1996 as the trustee advisory practice of Choate Hall & Stewart LLP.
Does Choate Wealth participate in fund commitments or only direct deals?
The firm uses direct co-investments, SPVs, fund-of-funds and infrastructure vehicles.
Where does the underlying wealth come from?
Clients are entrepreneurs, families and charitable entities served through the original trustee practice.
What investment stages does Choate Wealth target?
Activity includes buyout and growth equity alongside real-asset and philanthropic mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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