Chilton Trust
- Company typePrivate
- Founded2010
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Chilton Trust firmographics
Firmographics- Name
- Chilton Trust
- Legal name
- Chilton Trust Company
- Website
- https://chiltontrustcompany.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Chilton Trust industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where Chilton Trust is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Chilton Trust business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Investment Advisory & Management Fees: Chilton Trust generates revenue primarily through investment advisory and management fees, typically calculated as a percentage of assets under management (AUM). The firm manages over $9 billion in assets for high-net-worth clients.
- Fiduciary Services: Revenue from trust and fiduciary services including serving as corporate trustee, executor or personal representative for client estates.
- Family Office Services: Fees for comprehensive family office services including tax planning, bill paying, trust administration, consolidated financial reporting, insurance management, and succession planning.
- Wealth Planning & Advisory: Revenue from personalized wealth planning services including estate planning, tax strategy, and next-generation education programs.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Chilton Trust product offering
Product offeringCore offering
Chilton Trust is a nationally chartered wealth management trust company that delivers investment management, trust and fiduciary, family office, and wealth planning services to high-net-worth and ultra-high-net-worth individuals, families, foundations, and family offices. The firm manages over $9 billion in assets across equity, fixed income, and alternative investment strategies, supported by a low 1-to-6 advisor-to-client ratio and a proprietary client reporting platform called Chilton Connect.
Product overview
Chilton Trust is a nationally chartered wealth management trust company offering an integrated suite of services: Investment Management (equity, fixed income, external managers), Trust & Fiduciary Services, Family Office Services, and Wealth Planning & Education. The firm also offers the Royal Palm Funds, a distinct investment vehicle providing access to curated external managers. Client reporting is delivered through the Chilton Connect web portal. Services are coordinated through a low client-to-advisor ratio model (1 to 6) with over $9 billion in assets under management.
Differentiator
Problem solved
Functional benefit
Brands
- Royal Palm Funds: A distinct investment offering that capitalizes the expertise of Chilton Trust's External Manager Group and Investment Committee. Includes Absolute Return Fund, Equity Fund, Growth Fund, and Private Equity Funds providing access to best-in-class external managers through curated, discretionary investment portfolios.
Products and services
- Investment Management
Quantifiable outcome
- Over $9 billion in assets under management
- +1 more outcomes
Companies that use Chilton Trust
Customer profileSegments4 records
Ideal customer profiles4 records
Chilton Trust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Chilton Trust partnerships and signals
Strategic signalScale indicators8 records
Recent moves8 records
Expansion highlights5 records
Chilton Trust competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately-held, family-focused multi-generational wealth and investment management firm serving ultra-high-net-worth families. Closely comparable to Chilton Trust in target clientele, service model (investment management + trust/family office), and boutique positioning.
- Glenmede: Independent, privately-owned investment and wealth management firm with deep trust company heritage serving HNW and UHNW families and foundations. Directly comparable on service mix (investment, trust, family office) and HNW/UHNW focus.
- Brown Brothers Harriman (Wealth Management): Long-standing partnership-owned private bank and wealth manager providing investment management, trust, and family office services to HNW/UHNW clients. Comparable scale, service breadth, and relationship-driven model.
- Fiduciary Trust International: Privately-held wealth manager specializing in investment management, trust and estate, and family office services for UHNW families. Directly comparable in trust/estate focus and boutique client model.
Broad incumbents
- Northern Trust Wealth Management: Large publicly-traded trust company bank offering investment management, trust, and family office services to HNW/UHNW clients. Comparable services at much greater scale, representing the scaled-incumbent benchmark in this space.
- BNY Mellon Wealth Management: Wealth management arm of one of the largest global custodians, serving HNW and UHNW families with investment, trust, and family office capabilities. A scaled incumbent with overlapping service offerings.
- J.P. Morgan Private Bank: Global private banking franchise of a major universal bank, offering investment management, lending, trust, and family office services to UHNW clients. Represents the upper end of scale competition for Chilton Trust's clientele.
- Bank of America Private Bank (U.S. Trust): National private bank serving HNW/UHNW clients with integrated wealth management, trust, and banking services. Direct competitor for the same client segment with a much larger balance-sheet and product set.
- PNC Private Bank: Wealth management franchise of a top U.S. regional bank providing investment, trust, and banking services to HNW/UHNW clients. Notably, Chilton Trust's new CEO previously led PNC's U.S. Markets group, indicating direct competitive overlap.
Emerging players
- Silvercrest Asset Management Group: Public, smaller-scale wealth and family office manager focused on UHNW families. Comparable in size and family-office orientation, with a comparable service mix including tax and wealth planning.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Chilton Trust social profiles
Digital presenceChilton Trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chilton Trust leadership team
Management profileNumber of profiles
Profiles10 records
Chilton Trust subsidiaries and ownership
Company hierarchySubsidiaries2 records
Chilton Trust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chilton Trust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chilton Trust
What does Chilton Trust do?
Chilton Trust is a nationally chartered wealth management trust company that delivers investment management, trust and fiduciary, family office, and wealth planning services to high-net-worth and ultra-high-net-worth individuals, families, foundations, and family offices. The firm manages over $9 billion in assets across equity, fixed income, and alternative investment strategies, supported by a low 1-to-6 advisor-to-client ratio and a proprietary client reporting platform called Chilton Connect.
Is Chilton Trust a public or private company?
Chilton Trust is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Chilton Trust founded?
Chilton Trust was founded in 2010. It employs 11 to 50 people.
Where is Chilton Trust based?
Chilton Trust is headquartered in New York, United States, in the North America region.
How does Chilton Trust make money?
Four revenue lines are on record. Investment Advisory & Management Fees are the primary driver. The others are fiduciary Services, family Office Services and wealth Planning & Advisory.
Who are Chilton Trust's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Brown Brothers Harriman (Wealth Management) and Fiduciary Trust International. Broad incumbents are Northern Trust Wealth Management, BNY Mellon Wealth Management, J.P. Morgan Private Bank, Bank of America Private Bank (U.S. Trust) and PNC Private Bank. Silvercrest Asset Management Group is listed as an emerging player.
Does Chilton Trust have an API?
No public API is recorded for Chilton Trust.
What industry is Chilton Trust in?
Chilton Trust's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight), with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 52394 and its SIC code is 6282.