Tom Trenchard

Senior Vice President Business Development @Chilton Trust

Palm Beach, FL, US
MOBILE NUMBERS
+12•••••••38

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WORK HISTORY

Feb 2019 — Present

Senior Vice President Business Development @Chilton Trust

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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

N/A

Jacksonville University

BS, Education

SKILLS

Private EquityPrivate BankingAsset ManagmentAsset ProtectionUltra High Net WorthTrustsAlternative InvestmentsInstitutional SalesAsset ManagementFinancial PlanningLoansManagementInvestment BankingFixed IncomeInvestment ManagementRetirement PlanningMulti-Generational Wealth TransferStrategic Financial PlanningFinancial ServicesInstitutional InvestmentsInvestmentsHigh Net Worth IndividualsWealth ManagementEstate Planning

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