Chevy Chase Trust Overview

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.