Choate Family Office

About Choate Family Office

A podcast series presented by the Choate Family Office exploring important topics related to wealth management, investing, and managing risk across generations.

Publisher

Choate IA

Category

business · news · technology

Language

en

Explicit

No

First episode

8 Jun 2020

Latest episode

12 Feb 2025

Latest episodes

21 episodes in the feed.

1. 

   12 Feb 2025

   Understanding the Impact of Media Streaming Within the Media Sector

   In this episode of the Choate Family Office podcast series, Portfolio Manager Jake Kidder and Investment Analyst Hideyoshi Watanabe with Choate Investment Advisers discuss how media streaming services such as Netflix and Disney+ have become a key development in the media sector and consider their role within the broader investment opportunity set.

2. 

   15 Jan 2025

   How to Strengthen Your Personal Safeguards Against Cybersecurity Threats

   Choate Investment Advisors' Managing Director Henry Dormitzer and Director of Information Security Jeremiah Salamon outline four essential steps to fortify personal cybersecurity defenses against sophisticated threats.

3. 

   25 Nov 2024

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

   Choate Family Office experts Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth illuminate the strategic use of Donor Advised Funds for year-end charitable giving.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

4 ratings

Podcast Authority Score: 32 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

52

Social presence

0

YouTube

0

Engagement

32

Contact Choate Family Office

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.