Placing Clients First

Chilton Trust is an independent, privately owned business. With no pressure to make sales, our teams are guided instead by a philosophy grounded in placing our clients’ needs and interests above all else. We take great pride in providing options, expertise and services customized for the individual needs of each client. Whether serving in their capacity of wealth planning, investment management, trust and fiduciary or family office expertise, our advisors are always driven to go the extra mile.

Our Mission & Values

We seek excellence, discipline and integrity in every endeavor and work towards a common goal: to serve our client’s objectives and needs.

Experienced Leadership Working Alongside Driven, Creative Professionals

Our leadership and team-oriented structure let us take a nimble approach to address clients’ specific needs.

G. David Phelps Hamar

Managing Director & Head of Wealth Advisory Services and Family Office Services

Louisa M. Ives

Managing Director & Head of Manager Research

Join the Team

Exploring a new opportunity? Learn more about our culture and what it means to be part of our wealth management team.

Having a Positive Impact on Communities.

We’re dedicated to supporting communities in ways that bring people together and make a meaningful difference.

Build a Trusting Relationship with Our Experienced Advisory Team

Learn more about the array of services Chilton Trust offers to meet our clients’ unique goals and objectives.

Louisa M. Ives

Managing Director & Head of Manager Research


Ms. Ives is responsible for external manager selection and due diligence for Chilton clients and is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector.  She also served on the company’s Board of Directors.  Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group.  Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.

Ms. Ives serves on the boards of The First National Bank of Long Island, the North Haven, ME Casino (Yacht Club), The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.

G. David Phelps Hamar

Managing Director & Head of Wealth Advisory Services and Family Office Services


With over 25 years of wealth advisory experience, Mr. Hamar has extensive experience in all aspects wealth management and planning. Prior to joining Chilton, he was a Managing Director, Portfolio Manager and co-chairman of Family Office Services at Silvercrest Asset Management Group LLC. Prior to Heritage Financial Management, LLC’s merger with Silvercrest in 2005, Mr. Hamar was a Managing Director, Portfolio Manager and Head of the Family Office Tax Group at Heritage. Mr. Hamar previously founded and served as President of Hamar Capital, Limited, a tax and financial advisory firm, which merged with Heritage Financial Management in 2001. Mr. Hamar began his career with Price Waterhouse and Dewey Ballantine.

Mr. Hamar’s entire career has been focused on planning and wealth management for ultra high net worth individuals and their related entities. Mr. Hamar’s investment management related experience has included all aspects of traditional and alternative investment portfolio construction and supervision and related relationship management for ultra high net worth individuals, trusts and foundations. Mr. Hamar’s wealth advisory activities have included, in addition to co-chairing Silvercrest’s Family Office Services Group, all aspects of tax compliance and planning, financial and philanthropic planning and family office services, IRS audits and appeals and U.S. Tax Court and Federal District Court litigation. Mr. Hamar is a graduate of the University of Virginia School of Law and Old Dominion University. Mr. Hamar is admitted to the Virginia State Bar and is a CPA.