Overview Built on more than 100 years of history and experience, Choate Wealth is a fully-integrated, high-touch, multi-family office where clients receive all of the legal, investment, tax, philanthropic, and administrative services under one roof. We also offer professional trustee services and independent investment management advice through our SEC-registered advisory firm with more than $8.7 billion of assets under management*. *Investment management services are provided through our subsidiary, Choate Investment Advisors LLC, a SEC-registered investment advisory firm.