What We Do

At Chilton Trust, we believe you must understand clients’ needs thoroughly before you can build a strategy to meet these goals. This conviction underpins our process. We bring a holistic approach to wealth planning, investment management, trust and fiduciary, and family office expertise, linking our clients’ unique lives and goals to complementary and customized solutions. Partnering together, we build trusted relationships with our clients and their existing advisors to provide the support and breadth of experience to drive goal-oriented decisions. Our low client-to-advisor ratio ensures this high-touch approach.

01

Discover

We work to understand your short- and long-term objectives, cash and liquidity needs, risk tolerance, tax needs and charitable goals as if they were our own.

02

Organize

We complete a comprehensive review of your assets, ownership structures and estate planning documents in collaboration with your existing advisors.

03

Plan

We develop and outline a customized solution to your complex needs and share our preliminary observations and recommendations.

04

Implement

We put your plan into effect with the help of our integrated team of investment and trust professionals, following up on our recommended strategy with continuous monitoring and updates.

05

Report

Our consolidated performance reporting can be utilized across all of your assets, with online access through our portal: Chilton Connect.

Our Services

Chilton Trust offers a full suite of wealth planning, investment management, family office and trust & fiduciary services.

Wealth Planning & Education

Investment Management

Family Office Services

Trust & Fiduciary

Our Investment Philosophy

We understand that managing wealth for our clients involves more than just managing money.

Build a Trusting Relationship with Our Experienced Advisory Team

Learn more about the array of services Chilton Trust offers to meet our clients’ unique goals and objectives.

Clients’ Unique Needs Drive Custom Solutions

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