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Choate Wealth Overview
Type
Multi Family Office
General Information
Choate Wealth is a multi-family office headquartered in Boston. Founded in 1996 from Choate Hall & Stewart’s trustee advisory practice, the firm manages intergenerational planning, tax, estate, philanthropic and investment management for entrepreneurs, families and charitable entities. Drawing on lawyers, investment professionals and tax specialists under one platform, it oversees more than $8.7 billion in client assets—delivers cohesive wealth governance and independent advisory solutions.
Contact Information
Website:
https://www.choatewealth.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Boston, MA, United States
Portfolio & Notable Allocations
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