Nothing we do is more important than helping our clients protect and grow a financial legacy for future generations.

In our role as corporate fiduciary, we dedicate ourselves to understanding the goals of each trust, as well as the needs of its beneficiaries. We understand the importance of flexibility and strive to provide bespoke solutions that match the multi-faceted, evolving needs of our clients. We work closely with our clients’ trusted advisors, including tax and legal professionals, to provide a coordinated and holistic approach to accomplish each client’s estate planning goals.

With over 60 years of combined experience in trust and estate planning, our fiduciary wealth management professionals are capable of serving as corporate trustee/executor or personal representative. In each role, we offer dedicated, impartial and integrated services. And unlike larger, multi-layered trust organizations, we’re able to make individualized decisions for our clients’ loved ones in a timely and thoughtful manner.

Trust & Fiduciary Services

  • Multi-Generational Wealth Succession Planning
  • Delaware Trust Strategies
  • Philanthropic Planning Through Charitable Trusts and Foundations
  • Review and Analysis of Estate Planning Documents
  • Estate Settlement

Helping Our Clients Accomplish Their Estate Planning Goals

Learn how Chilton’s fiduciary services continue to shape the legacy of current and future generations.

The Delaware Trust Advantage

Delaware has been recognized as the leading jurisdiction for trusts for over 200 years. This is because Delaware promotes significant income tax advantages, unique trust planning vehicles and administrative flexibility.

State Budget Shortfalls Due to Covid-19: Proposals for New and Increased Taxes on Billionaires and Top Earners

EXPLORE ADDITIONAL SERVICES

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.