Chilton Trust’s Head of Fiduciary Services Gina Nelson recently spoke with Crain Communications, Crain's Currency to discuss the unique challenges midsize family offices face. Gina explains Chilton Trust's approach towards flexible strategies in tax planning and how they can help preserve lifestyle and minimize family friction - emphasizing the importance of proactive planning for upcoming changes. Read more here:https://lnkd.in/dUiXHEVy ? #EstatePlanning #WealthManagement #ChiltonTrust
Chilton Trust
金融服务
New York，NY 2,594 位关注者
Chilton Trust is an independent, privately owned, boutique wealth management firm.
关于我们
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.
- 网站
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https://www.chiltontrustcompany.com
Chilton Trust 的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New York，NY
- 类型
- 私人持股
- 领域
- Wealth Management、Asset Allocation & Investment Solutions、Fiduciary Services、Family Office Services和Tax Services
地点
Chilton Trust 员工
动态
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Chilton's Founder & Chairman Richard Lockwood Chilton Jr. , joined the hosts of Bloomberg Surveillance this morning for a dynamic conversation about the challenges companies face in today's market landscape. Watch the full episode here: https://lnkd.in/eWjGyyHJ #bloomberg #wealthmanagement #equities
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Chilton Trust 转发了
What an inspiring day! I had the honor of hosting Alison Fragale for a lunch with Chilton Trust clients and friends to discuss her new best-selling book “Likeable Badass”. Feeling energized by the dynamic women in attendance and leaving the lunch equipped with some strategies to thoughtfully navigate status and influence – by being perceived as both capable and warm. ? Thankful for the community of women who support and inspire me every day, and to UNC Kenan-Flagler Business School for introducing me to Alison almost 15 years ago in one of the most impactful classes I have ever taken. ? #elevatewomen #womeninwealth #100womenatkenanflagler #womeninbusiness?
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In a conversation with Barron's that occurred on the heels of the FOMC meeting, Timothy Horan, Chilton’s Chief Investment Officer for Fixed Income, shared that, when it comes to rethinking interest rates, the Fed is “on the hunt for unicorns” and clear signs that inflation has been sufficiently addressed. However, as Tim explains, getting that level of confidence “will be hard to achieve in the near term.” Read more here: https://lnkd.in/ebYe3CwS?
Waiting for an Interest-Rate Cut? Fed Is Unlikely to Act Before December.
barrons.com
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Earth Day is an important day for Chilton Trust as conservation and preservation lie at the heart of our mission and principals. To celebrate Earth Day this year Chilton Trust has partnered with One Tree Planted, a terrific organization focused on global reforestation, to plant one tree for every client and employee at our firm. Happy #EarthDay2024
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Ahead of the March 2024 FOMC meeting, Chilton’s Chief Investment Officer – Fixed Income, Timothy Horan spoke with Nicholas Jasinski at Barron's to share his thoughts on the Fed’s careful journey to lower interest rates and its current ‘heavy-lifting’ moment. Read more here: https://lnkd.in/e68GZYrW
Fed Officials Release Their Latest Interest Rate Forecasts Wednesday. What to Look For.
barrons.com
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Chilton Trust's Co-Chief Investment Officer, Jennifer Foster, shared her thinking on the turn-around of IBM with Forbes. Read more below: https://lnkd.in/eBunsnrm
There are many things that I love about my job, but?the ability to dig deep into business models?and?really understand where a company is going is one of my favorites – and remains a hallmark of our research process at Chilton. My work last year on IBM revealed a number of structural changes as well as a compelling technology vision under new CEO Arvind Krishna which framed the potential for an IBM turn-around.?I was thrilled to connect with Brandon Kochkodin and share my thoughts for his recent feature in Forbes.
Two Dinosaurs Of The Dow Are Roaring Back To Life
forbes.com
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As the U.S. Fed holds rates amid an inflationary environment, Chilton’s Co-Chief Investment Officer – Fixed Income, Timothy Horan, spoke with Reuters’ Davide Barbuscia to share his insights with on Chairman Powell’s decision to grant the Fed more time to make monetary policy adjustments. ? Read more here: https://lnkd.in/euNDiRy3
Inflation-focused Fed shoots down Wall Street’s hopes of March cut
reuters.com