Chilton Trust

Overview

Chilton Trust is a New York-based wealth management firm offering comprehensive financial services to high-net-worth individuals and families. The firm provides a full suite of services, including wealth planning, investment management, family office services, and trust and fiduciary services. Their approach combines large-firm resources with a boutique's personalized service, aiming to understand and meet each client's unique goals and needs. The firm's investment strategy is tailored to each client's objectives and guidelines, encompassing various asset classes such as private equity, hedge funds, real estate, and venture capital. They focus on multiple investment stages, including early stage, growth, late stage, pre-IPO, and buyout opportunities. Chilton Trust emphasizes a holistic approach to wealth management, integrating financial planning, investment management, and fiduciary services to provide a comprehensive solution for their clients. With over $9 billion in assets under management and a team with an average of 30 years of experience, Chilton Trust has built a reputation for excellence and integrity. They serve over 250 families, maintaining a low advisor-to-client ratio to ensure personalized attention. The firm's leadership includes Managing Directors G. David Phelps Hamar and Louisa M. Ives, who bring extensive experience in wealth advisory and manager research, respectively. Their commitment to understanding clients' needs and providing customized solutions has been a cornerstone of Chilton Trust's success.