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Boston-Headquartered MFO Adds Five Partners, Assets
Editorial Staff
17 May 2023
Boston-headquartered multi-family office Choate Hall & Stewart has announced that a team from Ropes & Gray’s private client practice is joining. The partners will join Choate’s team of more than 75 wealth management lawyers, investment professionals, tax preparers, trust and estate administrators, and business professionals.
The partners are Marc J Bloostein, Cameron Casey, Kimberly E Cohen, Jennifer S Ewing and Geoffrey M Mason. The team represents families and the businesses and charities they create and operate, and serves clients as professional trustees and as legal and financial advisors.
The partners will serve as professional trustees for trusts with about $2 billion in assets.
When the new partners are added, and based on market conditions, Choate Investment Advisors – part of the business – will have more than $7.25 billion of assets under management.
Choate’s Wealth Management Group brings together lawyers, investors, tax experts, and financial administrators to provide coordinated advice for clients. Services include independent investment advice through Choate Investment Advisors, its SEC registered investment advisor.
The Choate wealth management team, which has a history stretching back more than a century, says it is the largest fully-integrated multi-family office in the US.