Integrated Investment Solutions

We offer customized investment solutions covering the spectrum of asset classes

We seek to understand the risk tolerances, financial aspirations and income needs of our clients, and expect that those needs will change over time. Chilton Trust seeks to provide an edge through proprietary research, high-touch service, dynamic rebalancing, and creative thinking.

Recent News & Updates

Tax Bulletin: 2017 Year-End Tax Planning Considerations
December 2017

Tax Bulletin: Senate Tax Bill
November 2017

Tax Bulletin: House Tax Bill (H.R.1)
November 2017

Richard L. Chilton, Jr. recently sat down with Bloomberg TV to discuss the Black Monday market crash in 1987 and where he’s investing now. Please view the video here
October 2017

Tax Bulletin: Effectively Using a QPRT Strategy in Your Estate Plan
October 2017

Chilton Trust was Proud to be the Lead Corporate Sponsor for the Friends of Acadia 28th Annual Benefit in Northeast Harbor, Maine
August 2017

Chilton Insights: Cybersecurity – 5 Ways to Bolster Your Security
June 2017

Chilton Insights: Family Office Bulletin – Long-Term Care Insurance
June 2017

Chilton Insights: Sustainable and Impact Investing
June 2017

See More News & Updates