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Clermont Trust
Jeff Margolis and Norman Epstein established Clermont Trust in 1996. The founders built the firm from an owner-managed fiduciary practice into a...
Clermont Trust
Jeff Margolis and Norman Epstein established Clermont Trust in 1996. The founders built the firm from an owner-managed fiduciary practice into a multi-jurisdiction platform focused on wealth protection and administration. The firm executes direct co-investments and SPVs. Confirmed holdings include multiple London residential assets tied to client Christian Candy, among them Cornwall Terrace and Duke's Lodge. Geographic reach covers Europe, North America, Africa and the Caribbean. Structures emphasize cross-border fiduciary arrangements rather than pooled fund commitments. Elliot Goodman serves as Group Managing Director and Chairman of Clermont Trust USA. Martin Chesler acts as Group CEO and Chairman of ACR Group. The firm maintains membership in the Society of Trust and Estate Practitioners. No operational events from the last 24 months appear in available records. Clermont Trust operates through regulated entities in multiple offshore centers. This architecture separates client mandates from any single family’s operating businesses while preserving direct control over asset administration.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Principals
Jeff Margolis
Founder
Norman Epstein
Founder
Elliot Goodman
Group Managing Director and Chairman of Clermont Trust USA
Martin Chesler
Group CEO and Chairman of ACR Group
Sector focus
Frequently asked questions
Who runs investment decisions at Clermont Trust?
Jeff Margolis and Norman Epstein founded the firm. Elliot Goodman and Martin Chesler hold current leadership roles in the US entities.
Does Clermont Trust participate in fund commitments or only direct deals?
The firm focuses on direct co-investments and SPVs. No fund-of-funds activity is recorded.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any single family branch.
How is Clermont Trust related to its US operations?
Elliot Goodman chairs Clermont Trust USA. Martin Chesler chairs ACR Group, an investor in the US platform.
What investment stages does Clermont Trust typically target?
The firm targets established real estate and fiduciary structures rather than early-stage venture.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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