Choate Wealth

Chronicle Wealth is a Toronto-based independent multi-family office providing personalized wealth counsel to high-net-worth families, business owners, and professionals. It emphasizes goals-based investment management with access to unique private and public assets, aiming for long-term risk-adjusted returns.

Chequers Financial Management LLC is a fee-only financial advisory firm based in San Francisco, California. Founded in 2015, the firm specializes in comprehensive financial planning for high net worth and ultra-high net worth families, as well as corporate executives. Chequers manages $812 million in assets across over 1,000 accounts and serves a select group of clients annually, focusing on personalized financial solutions. The firm offers a range of services, including financial planning, portfolio management, and corporate executive services. Chequers emphasizes building long-term relationships with clients through tailored strategies in areas such as tax, estate, liquidity, and investment planning. With a commitment to exclusivity, the firm maintains a hand-selected clientele, ensuring dedicated service from its experienced advisors. Chequers is recognized as one of Newsweek's America's Top Financial Advisory Firms for 2025.

Chequers Financial Management LLC is a boutique investment advisory firm specializing in wealth management for high-net-worth individuals and families, focusing on personalized service, active tax and estate planning, along with investment management. Based in the United States, Chequers offers family office capabilities and emphasizes long-term client relationships.

Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs. How We Serve: We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that. Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management. We help clients conceptualize the notion of a "family enterprise," and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. o Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs. o Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency. We maximize what is available to you and the people and causes you care about. o Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.

Aletheian Wealth Advisors LLC is a multi-family office based in the United States, specializing in advanced wealth planning and intelligent investment management for families with complex estate and asset management needs. The firm operates with a fiduciary approach, emphasizing cost reduction and tax efficiency.

CH Global Capital is a New York, NY-based multi-family office. Established in 2014, dedicated to managing the wealth of ultra-high-net-worth individuals, families, and their related entities. Co-founded by Pedro Chomnalez and Maria Alejandra Herrera.