Choate Adds Leading Private Client Practice to its  Growing Wealth Management Group

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Choate Adds Leading Private Client Practice to its Growing Wealth Management Group

Move will bring four partners to Choate in December

Choate Press Release

 | November 13, 2012

Choate today announced that all of the partners in the Private Client Practice at Wilmer Cutler Pickering Hale and Dorr LLP will move to Choate to join the firm’s industry-leading Wealth Management Group.  It is anticipated that the partners will be accompanied by associates and other staff, and that WilmerHale’s entire Private Client Practice will move to Choate.  The WilmerHale team that is joining Choate includes partners Jennifer C. Snyder, Nan Giner and Brian W. Monnich. 

The WilmerHale Practice will move to Choate on or about December 1, 2012.  They will join Choate’s wealth management team of over 50 people, which includes lawyers, investment professionals, tax preparers, trust and estate administrators and other client service staff. 

“We have a long and deep relationship with WilmerHale, and are thrilled to add this outstanding team of top-notch wealth management professionals,” said William Gelnaw and John Nadas, co-managing partners at Choate.  “Bringing together our two preeminent wealth management practices will benefit all of our clients, and will enable us to continue to grow materially this priority practice area at Choate.”

Choate’s Wealth Management Group works closely with Choate Investment Advisors, the firm’s registered investment advisor subsidiary, to provide clients with objective, integrated solutions to their wealth management needs.  Choate’s seamless “one-stop” approach to wealth management provides clients with world-class, institutional quality investment management services that are fully integrated with their tax, trust and estate planning and administrative needs.

“The transition of our private client practice makes good business sense for our team and for Choate,” said Susan Murley, co-managing partner, WilmerHale.  “As a stand-alone practice at WilmerHale, we are pleased to see our private client team joining a law firm that has an established, robust and industry-leading reputation in wealth management.  We wish members of our private client practice well as they make this transition.”

Choate’s Wealth Management practice has been nationally recognized as one of the leading practices of its kind by US News & World Report.  Choate Investment Advisors is regularly ranked as one of the top wealth advisory firms in the country.  Recent rankings include: Barron’s 2012 Top 100 Independent Wealth Advisors, AdvisorOne 2012 Top Wealth Managers, and Forbes Magazine’s Top 50 Fee Only Registered Investment Advisors.


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