Author: Connie Rhodes

Chilton Trust 2Q21 Commentary

Post author By Connie Rhodes
Post date August 6, 2021
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Head of Fiduciary Services Gina Nelson discusses estate planning for LGBTQ+ families with CNBC

Post author By Connie Rhodes
Post date July 1, 2021
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LGBTQ+ families have unique needs when it comes to financial planning and wealth management. Pride Month is as good a time as any to understand the most important aspect of planning for this incredible community. Chilton’s Head of Fiduciary Services, Gina Nelson, discussed the importance of estate planning for LGBTQ+ families and the steps these families can take to create a plan that best fits their needs with CNBC’s Michelle Fox.

Insights

Chilton Perspectives: Inflation

Post author By Connie Rhodes
Post date May 21, 2021
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Insights

Planning Insights: Taking Advantage of Low Interest Rates

Post author By Connie Rhodes
Post date May 11, 2021
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Insights

Chilton Trust 1Q21 Commentary

Post author By Connie Rhodes
Post date May 5, 2021
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In The News

Delaware is a wholly unique state when it comes to trusts. Our Head of Fiduciary Services, Gina Nelson, wrote an article for Worth media explaining the benefits of a Delaware trust.

In The News

Richard Chilton sat down with Renaissance Macro Research’s podcast, RenMac Legends. Richard shares his investment philosophy, stories from his mentors, and the importance of philanthropy as well as his journey with wine.

Insights

Tax Views: 2021 Tax Law Changes

Post author By Connie Rhodes
Post date April 9, 2021
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In The News

Bloomberg: Jennifer Foster, Co-CIO of Equities, speaks to Bloomberg TV about how traders are reacting to President Biden’s spending agenda

In The News

Gina Nelson, Senior Vice President – Head of Fiduciary Services, spoke with Coryanne Hicks of U.S. News & World Report about her experience as a woman in finance and her observations about how the wealth management industry has evolved as more women enter the field.

Gina Nelson, Senior Vice President – Head of Fiduciary Services, spoke with Coryanne Hicks of U.S. News & World Report about her experience as a woman in finance and her observations about how the wealth management industry has evolved as more women enter the field.