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 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.

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.

Chaotic Investments is a Los Angeles-based family office founded by the Chao family in 2012, focusing on investments across various sectors, including technology and emergency preparedness. Led by Managing Partner Stefanie Chao, the firm supports innovative startups and philanthropic initiatives through the Chao Family Foundation.

Chasefield Capital Inc is a U.S.-based asset management firm providing portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients; it does not specialize in real estate but covers broader financial services.