Chilton Trust is an independent wealth management firm and Florida-chartered trust company headquartered on Royal Palm Way in Palm Beach, Florida. Serving affluent retirees, older adults, and multigenerational families across Palm Beach County, the institution provides fiduciary investment management, corporate trustee and executor services, estate settlement, and family office administration.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Chilton Trust Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: Chilton Investment Services, LLC (CRD #159306, SEC File #801-72833) and Chilton Investment Company, Inc. (CRD #120107, SEC File #801-62678) are active SEC-registered investment advisers.
Issuer: Florida Office of Financial Regulation (OFR)
Notes: Operates as an independent trust company authorized to serve as corporate fiduciary, trustee, and personal representative in Florida.
Factual details and direct answers about Chilton Trust's services, licensing, and credentials.
How can Chilton Trust assist Palm Beach seniors with trust and estate administration?
Chilton Trust serves as an independent corporate trustee, co-trustee, successor trustee, or executor, administering Florida trusts, estate settlements, and ongoing financial management for older adults.
How are Chilton Trust and its investment affiliates regulated?
Chilton Trust operates as a state-regulated independent trust company alongside its SEC-registered investment advisory affiliate, Chilton Investment Services, LLC (CRD #159306, SEC File #801-72833).
Where is Chilton Trust located in Palm Beach?
The firm's Palm Beach headquarters is located at 396 Royal Palm Way, Palm Beach, Florida 33480.
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