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+1 617 248 5000Provided by Choate Hall & Stewart LLP
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.
Provided by Chambers
Choate Hall & Stewart remains a respected player in the Boston private wealth market. Choate's attorneys handle a wide range of complex tax and estate planning matters.
Provided by Chambers
Choate Hall & Stewart has a very knowledgeable team of professionals. The team is very responsive, hard-working and dedicated.
Choate have an excellent grasp of tax complexities with an in-depth perspective. The law firm have been consistently excellent, with a very logical and thorough approach to the issues.
Choate provides sophisticated and detailed legal advice on the full range of topics that arise in the context of complex asset gifts.
Choate Hall & Stewart has a very knowledgeable team of professionals. The team is very responsive, hard-working and dedicated.
Choate have an excellent grasp of tax complexities with an in-depth perspective. The law firm have been consistently excellent, with a very logical and thorough approach to the issues.
Choate provides sophisticated and detailed legal advice on the full range of topics that arise in the context of complex asset gifts.
Provided by Chambers
Kimberly Cohen advises on sophisticated wealth transfer matters for high net worth clients.
Kim Cohen works with a lot of private equity clients. She is very consistent, dedicated and a hard worker.
Kim has consistently excellent work. She is very bright and professional, and makes working on the issues very manageable.
Marc Bloostein is known for advising ultra-wealthy clients on sophisticated estate planning matters.
Marc provides excellent advice and is very easy to work with.
Marc is very strong with training and education. He leads legislative initiatives for the state.
Silvana Giner advises wealthy individuals and families on tax and estate planning matters, and also acts as a fiduciary for family trusts.
Silvana has a wonderful reputation and is a great thought leader.
Silvana is smart, helpful and comes up with creative solutions.
Brian Monnich advises on sophisticated multi-generational estate planning for high net worth clients.
I value Brian's expertise very much. He has helped us in providing tax and investment advice on our revocable and irrevocable trusts.
Brian is a terrific person and a terrific lawyer.
Cameron Casey is a partner at the firm. She advises high net worth families on estate planning and administration. She also offers advice on charitable planning matters and represents non-profit organisations.
Cameron is client service focused, understands the internal landscape and brings a wealth of technical knowledge, but more importantly, she brings her years of practical experience to the table.
Kristin Abati advises high net worth clients on sophisticated estate planning matters. Her practice also covers gift tax planning and she acts as an executor and trustee to clients.
Kristin is a smart person and an excellent lawyer. She is experienced and has strong interpersonal skills. I rely on her tremendously for a wide range of help.
Renat Lumpau handles tax and estate planning for high-profile and ultra-wealthy clients.
Renat is an excellent estate lawyer.
I think highly of his expertise and he has a fine demeanour. Renat is very pleasant.
Geoffrey Mason is a partner at the firm who advises on trust and estate administration matters, including charitable trust administration.
I seek out Geoff's opinion on any significant issues that I have. He is a very strong lawyer.
Jennifer Ewing advises affluent families on a variety of trusts and estates topics including gift tax issues.
Provided by Choate Hall & Stewart LLP