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Chevy Chase Trust Overview
Type
Family Office - Multi
Year Founded
1999
General Information
Chevy Chase Trust is a multi-family office headquartered in Bethesda. Founded in 1999, it originates from the Saul family’s real estate and banking enterprises and manages more than $38 billion in assets for high-net-worth families, endowments and select institutions. The firm provides discretionary portfolio management, trust administration, estate planning and financial advisory services delivered by in-house specialists—advancing disciplined, research-driven thematic investing.
Contact Information
Website:
Website:
http://www.chevychasetrust.com
Year Founded:
1999
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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