Our process begins by developing a detailed understanding of our clients’ needs to ensure we grasp and share their visions of success. By getting to know you personally, we can deliver the best solutions for you. By understanding your wealth, related entities and trusts, we can provide relevant and integrated counsel.
From growing wealth to making sure plans are in place to transfer assets to beneficiaries, communication is the key to creating a management plan suited to address the dynamic goals of each client.
We develop a plan that integrates a comprehensive evaluation of your current financial situation and provides targeted recommendations to meet your short- and long-term goals, as well as incorporates current market views and the platform of comprehensive services. Integral to this is a deep understanding and ongoing monitoring of your overall balance sheet.
Protecting your wealth is of primary importance. Together, we’ll help you navigate tax and risk management to ensure you’re capitalizing on opportunities and are protected against potential downside.
We can help foster communication among family members to facilitate a customized education program that instills fiscal responsibility and conveys the values you want to transfer to your heirs alongside your wealth.
Our team can help identify philanthropic goals and manage giving so that it supports the causes you’re most passionate about, while doing so in a thoughtful and tax-efficient manner.
We build a customized reporting structure based on your preferences and implement via our Chilton Connect, web-based client reporting platform. This easy-to-access and use tool provides timely, transparent and comprehensive account information while maintaining the highest standards of information security and privacy protection.
Learn more about the array of services Chilton Trust offers to meet our clients’ unique goals and objectives.