Firm Overview

Chilton Trust was founded on the principles of service, expertise and integrity

Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high net worth individuals, families, foundations, endowments and institutions. Since Chilton Investment Company’s founding over 20 years ago, we have instilled a culture in which the interests of our clients come first.

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Chilton Trust Overview

Recent News & Updates

Press Release
Chilton Trust Hires Investment Specialist Nick Frelinghuysen as Managing Director – Portfolio Manager, Equities

June 2020

Chilton Trust 1Q20 Commentary
April 2020

Chilton Trust 4Q19 Commentary
February 2020

Erin Markham and Garrison duP. Lickle discuss the Delaware Trust Advantage in the Palm Beach Estate Planning Council's Annual Supplement
January 2020

Chilton Trust 3Q19 Commentary
November 2019

Chilton Trust Market Update and Economic Outlook Call

August 21, 2019

Federal Reserve Rate Cuts
August 2019

Chilton Trust 2Q19 Commentary
July 2019

Press Release
Chilton Trust Names Pepper Anderson President and Chief Executive Officer

July 2019

Press Release
Chilton Trust Hires Kenneth Montgomery as Managing Director and Tom Trenchard as Senior Vice President

June 2019

2019 Chilton Trust Fixed Income Outlook
February 2019

Equity Magazine’s February publication features Louisa Ives discussing Chilton Trust and our External Manager capabilities.
The article provides an overview of Chilton Trust and our approach to Environmental-Social-Governance (ESG) investment.
February 2019

Important Considerations for Taking Advantage of the Current Transfer Tax Exemptions
January 2019

Absolute Return’s September publication features Jennifer Foster, Co-CIO – Equities of Chilton Trust.
The article explores the gender gap prevalent in the financial industry.

October 2018

Press Release
Chilton Trust Wins 2018 PAM Award For Best Investment Platform – Client Service and Best Family Office Service Provider

February 2018

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