Private Wealth Law

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.