Tom Trenchard
- Role
- Senior Vice President Business Development at Chilton Trust
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President Business Development
Feb 2019 — Present
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.
Education
Jacksonville University
BS, Education
Skills
- Private Equity
- Private Banking
- Asset Managment
- Asset Protection
- Ultra High Net Worth
- Trusts
- Alternative Investments
- Institutional Sales
- Asset Management
- Financial Planning
- Loans
- Management
- Investment Banking
- Fixed Income
- Investment Management
- Retirement Planning
- Multi-Generational Wealth Transfer
- Strategic Financial Planning
- Financial Services
- Institutional Investments
- Investments
- High Net Worth Individuals
- Wealth Management
- Estate Planning
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