Skip to main content
Lee-Collier-Charlotte
Business Observer Wednesday, Mar. 23, 2022 6 months ago

$7B Palm Beach wealth management firm expands to SWFL

Share
Chilton Trust was founded as a state-chartered trust company in 2010.

NAPLES — Chilton Trust, a privately owned, independent wealth management firm and national trust company based in Palm Beach, recently opened a new office in Naples.

The new office, at 850 Park Shore Drive, further builds upon the firm’s existing presence in Florida and “strategically positions Chilton to serve clients in the area and meet the growing demand for premier wealth management services,” according to a statement. Thomas Walsh, senior vice president of the Southwest Florida region at Chilton, will take the helm of the Naples office, the release adds.

“The Naples office will enable Chilton to build and maintain client relationships in Southwest Florida, where we’re experiencing immeasurable growth,” Walsh says in the release. “Chilton occupies a unique space in the wealth management ecosystem that is a blend of institutional credibility and organic growth. The new office allows the firm to continue to provide customized services and personalized relationships, adding to Chilton’s already strong foundation in Florida.”

In 2010, Chilton Trust was founded as a state-chartered trust company, and then in 2021 became the first trust company to be approved as a National Association by the Office of the Comptroller in almost 13 years. Chilton Trust is an independent, privately owned wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments and institutions. Chilton Trust is approaching more than $7 billon in assets under management with approximately 200 family relationships.

 

Related Stories

Advertisement