Trust Company
Secure your financial legacy
If you’re planning to use trusts as part of your estate planning process, a trust company can serve as an agent or trustee on your behalf. A bonus of Chilton Capital Management is we can serve as that trustee. As a trust company, we can manage your trust and oversee the eventual transfer of assets to beneficiaries, leaving you to focus on what’s most important.
Guiding your financial journey
throughout life's transitional phases
Chilton Capital Management has over three decades of experience in the administration and investment management of trust assets. Whether you need an agent or trustee, we’ll craft an investment plan and guide you through the fiduciary demands of any trust. Trust companies are fiduciary, so we’ll always put your needs first.
All your financial needs in one place.
By using a trust company, you can keep all your financial needs under one roof. Your trust can be part of a comprehensive financial strategy that includes financial planning, wealth management, asset management, and investment services.
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Comprehensive trust services
We can guide you through the fiduciary demands of any trust, including revocable and irrevocable trusts, charitable trusts, marital trusts, bypass trusts, and spendthrift trusts. We also offer guidance on estate accounts, Crummey trusts, and special needs trusts.
