LGBTQ+ families have unique needs when it comes to financial planning and wealth management. Pride Month is as good a time as any to understand the most important aspect of planning for this incredible community. Chilton’s Head of Fiduciary Services, Gina Nelson, discussed the importance of estate planning for LGBTQ+ families and the steps these families can take to create a plan that best fits their needs with CNBC’s Michelle Fox.
Category: In The News
Gina Nelson, Senior Vice President – Head of Fiduciary Services, spoke with Coryanne Hicks of U.S. News & World Report about her experience as a woman in finance and her observations about how the wealth management industry has evolved as more women enter the field.
Delaware has been recognized as the leading jurisdiction for trusts for over 200 years. This is because Delaware promotes significant income tax advantages, unique trust planning vehicles and administrative flexibility. It also has one of the most highly regarded Chancery Courts in our country.
Charlotte Business Journal features Pepper Anderson discussing Chilton Trust’s presence and growth in the Queen City.
Tim Horan, our EVP & CIO of Fixed Income, spoke with Bloomberg to discuss the relationship between the Fed’s monetary policy and how it is priced into the markets.
Chilton Trust has named Pepper Anderson as its new president and CEO. She succeeds Garrison duPont Lickle, who has moved into what the company says is a more client-centric role as vice chairman.
This article provides an overview of Chilton Trust and our approach to Environmental-Social-Governance (ESG) investment.