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

Pepper Anderson

Christopher Zinn

Charlotte Chilton

Jaime Caisman

Kim Sebo

Thomas Walsh

Mark Ryan

Mary Morse

Timothy Horan

John Wamser

Tom Trenchard

Sara Burnett Bernard

Ross Weissman

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

Leadership Team

Vice Presidents and Senior Vice Presidents

Accounting and Tax Team

Client Advisory

About

Team members

Other teams at Chilton Trust

Leadership Team

Vice Presidents and Senior Vice Presidents

Accounting and Tax Team