Choate Hall & Stewart's
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    We work closely with Choate Hall & Stewart, a world-class law firm that provides holistic wealth management planning, to offer complete family office services.  Click here to learn more.


Choate Hall & Stewart's

Wealth Management Capabilities

As a subsidiary of a leading law firm, Choate Investment Advisors is able to coordinate closely with Choate Hall & Stewart LLP's world-class estate, tax planning and other legal services to provide clients with a comprehensive family office experience.

Complete Family Office Services

  • Choate Hall & Stewart is a 100+ year-old, leading multi-practice law firm serving the wealth management needs of successful families over many generations
  • The combination of a sophisticated investment firm and a seasoned, world-class law firm can meet all of your wealth management needs as your personal "family office"
  • Choate Hall & Stewart's wealth management practice provides comprehensive estate planning, gift and estate tax, trust and charitable giving advice
  • Choate's family office services have been featured in The Wall Street Journal, Business Week, The Boston Globe and many other leading financial publications

To learn more about Choate Hall & Stewart's Wealth Management capabilities, please click here.