Email address
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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
Provided by Chambers
Marc Bloostein is known for advising ultra wealthy clients on sophisticated estate planning matters.
Cameron Casey is a partner at Choate. 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 Casey is great. She has always been highly regarded.
Renat Lumpau handles tax and estate planning for high profile and ultra-wealthy clients.
Geoffrey Mason is a partner at Choate who advises on trust and estate administration matters, including charitable trust administration.
Provided by Choate Hall & Stewart LLP