Palm Beach’s $7 Billion Wealth Management Company Expands to SWFL | Business Observer

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NAPLES — Chilton Trust, an independent private 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 leverages the company’s existing presence in Florida and “strategically positions Chilton to serve clients in the region and meet the growing demand for premier wealth management services.” order,” according to a statement. Thomas Walsh, senior vice president of the Southwest Florida region at Chilton, will lead the Naples office, the statement added.

“The Naples office will allow Chilton to build and maintain relationships with customers in Southwest Florida, where we are experiencing immeasurable growth,” Walsh said 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 company to continue to provide personalized services and personal relationships, adding to Chilton’s already strong base in Florida.

In 2010, Chilton Trust was founded as a state-chartered trust company, then in 2021 became the first trust company to be approved as a national association by the Office of the Comptroller in nearly 13 years. Chilton Trust is an independent, private wealth management firm that provides wealth management services and investment solutions to high net worth individuals, families, foundations, endowments and institutions. Chilton Trust approaches over $7 billion in assets under management with approximately 200 family relationships.


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