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Alert 12.17.2024

Structuring Search Fund Investments as “Qualified Small Business Stock”

Common search fund investment targets range in enterprise value from $5 to 15 million, are founder-owned, and are organized as “S” corporations for tax purposes or as LLCs classified as partnerships. With this target profile, it is often possible to structure search fund investments as investments in “qualified small business stock” (“QSBS”).

Choate Family Office Podcast 11.25.2024

Year-End Charitable Giving with Donor Advised Funds (DAFs)

In this episode of Choate’s Family Office Podcast Series, Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth discuss year-end charitable giving with one of the most popular giving tools, Donor Advised Funds (DAFs), including an overview of what is considered year-end time sensitive and what is not.

Quarterly Report 10.24.2024

2024 Q3 Review: Economic Conditions Remain Benign Ahead of U.S. Elections

Our 2024 third quarter review highlights that ahead of the U.S. elections, economic conditions continue to exceed investor expectations, while the heightened inflation fears of the past few years appear to be mostly tamed. 

Choate Family Office Podcast 10.04.2024

How U.S. Presidential Elections Impact the Economy and the Stock Market

In this episode of Choate’s Family Office podcast series, Diana Malcom, Managing Director of Choate Investment Advisors, and Christine Wright, Portfolio Manager of Choate Investment Advisors, discuss how U.S. Presidential elections have historically impacted the stock market and overall economy and how that applies to a potential Trump or Harris administration in 2025.

Choate Family Office Podcast 10.03.2024

How U.S. Presidential Elections Impact the Economy and the Stock Market

In this episode of Choate’s Family Office podcast series, Diana Malcom, Managing Director of Choate Investment Advisors, and Christine Wright, Portfolio Manager of Choate Investment Advisors, discuss how U.S. Presidential elections have historically impacted the stock market and overall economy and how that applies to a potential Trump or Harris administration in 2025.

Choate Family Office Podcast 08.14.2024

AI’s Impact on the Investment Landscape

In this episode of Choate’s Family Office podcast series, Tamer Alamuddin and Joseph Sicilian of Choate Investment Advisors discuss AI’s impact on the investment landscape over the past few years, and how that impact may develop in the years to come.

Quarterly Report 07.22.2024

2024 Q2 Review: Questions to Consider Ahead of the Elections

Our 2024 second quarter review highlights that we remain cautious optimists, but the economy is slowing, and the shifting presidential election dynamics are entering uncharted waters. 

Recognition 07.19.2024

Choate Investment Advisors Among Top 50 Fastest Growing RIAs in 2024

Choate Investment Advisors has been ranked as one of the 50 Fastest Growing RIAs for 2024 by Financial Advisor Magazine. The complete list is featured in the July/August print issue and on the Financial Advisor website.

Recognition 07.18.2024

Choate Wealth Given Top Ranking in Chambers High Net Worth 2024

Choate is ranked as a Band 1 Massachusetts Private Wealth Law practice in the 2024 edition of Chambers High Net Worth (HNW), along with nine partners receiving local and national rankings.