Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions.  The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company.  We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning.  Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.

Investment Management

Chilton Trust

Chilton Trust's headquarters in New York, NY, United States

The Stamford office likely focuses on financial management and human resources for external managers and family office services.

Stamford

The Palm Beach office focuses on high-net-worth client services, including business development and fiduciary advisory.

Palm Beach

This department focuses on evaluating data to support operational and marketing strategies.

Analysis Division

The Client Advisory team at Chilton Trust works closely with clients to understand their unique financial situations and goals, providing personalized wealth management strategies and solutions. They offer tailored advice and services, including investment management, estate planning, and trust administration, ensuring the preservation and growth of intergenerational wealth. The team is dedicated to maintaining high-quality service and strong client relationships through integrity, confidentiality, and meticulous attention to clients' evolving needs.

Client Advisory

The Vice Presidents and Senior Vice Presidents at Chilton Trust play a pivotal role in driving the firm's wealth management strategies and maintaining high standards of client service. They are responsible for overseeing portfolio management, developing business opportunities, leading fiduciary and tax services, managing family office functions, and ensuring rigorous investment performance. These executives collaborate to provide customized solutions, ensuring the preservation and growth of intergenerational wealth for the firm's select clientele.

Vice Presidents and Senior Vice Presidents

This department manages employee relations, recruitment, and organizational development.

Human Resources

This department provides financial planning and advisory services to clients, focusing on wealth management strategies.

Wealth Advisory

The Accounting and Tax Team at Chilton Trust is responsible for managing and optimizing the financial and tax-related aspects of the firm's high-net-worth clients. They ensure accurate and compliant financial reporting, execute tax planning strategies, and provide support for multi-family office services. This team plays a crucial role in safeguarding and enhancing intergenerational wealth by delivering tailored financial solutions and maintaining rigorous standards of performance excellence.

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Other teams

Client Advisory

Vice Presidents and Senior Vice Presidents

Human Resources

Wealth Advisory

Accounting and Tax Team