Choate’s Wealth Management Group provides customized family office services to multi-generational families. We are unique in our approach, because we combine virtually every wealth management specialty under one roof, including best-in-class legal advice, independent investment management, trust administration, charitable foundation management, and tax expertise.
Choate’s Wealth Management Group is one of the largest of its kind in New England, and has been working with multi-generational family clients for over one hundred years. The Wealth Management Group serves as an outsourced, fully-integrated family office for sophisticated families with substantial assets. We currently serve more than 130 family office clients in 36 states.
The Wealth Management Group is Choate’s largest practice area, made up of the following 74 professionals: 14 attorneys, 10 investment professionals, 15 trust and estate advisors, 11 tax professionals, 7 trust operations specialists, and 17 support staff.