We perform like a family office—and deliver as a team.
For individuals or multi-generational families of significant wealth, our service extends beyond our investment and fiduciary expertise into every facet of financial life. Your situation is complex, and your story—completely unique. So with a careful and thoughtful approach, we provide an overlay of services and capabilities and consult with your existing advisors to ensure a well-coordinated, personalized plan.
Chevy Chase Trust will:
- Oversee and manage customized portfolios and specialty investments
- Utilize in-depth balance sheets, cash flow and estate planning analyses to better inform investment decisions
- Consult on corporate executive compensation, philanthropic planning and next-generation financial education
- Facilitate family meetings to consider legacy, business ownership and management transitions
- Assemble professional providers with specific expertise in accounting and tax advice, risk management, real estate and banking
- Consult with your advisors to deliver a well-executed plan