Anehita Chie
Family Office Advisor at Blue Trust | Atlanta, Georgia, United States
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Anehita Chie brings over 15 years of comprehensive experience in the financial services industry, with a specialized focus on serving ultra-high net worth families through her current role as a Family Office Advisor at Blue Trust. In her position, she leverages her deep expertise in financial planning, investment management, and estate planning to help multi-generational families navigate the complexities of wealth preservation and growth. Anehita’s approach is rooted in a thorough understanding of the unique challenges faced by affluent families, including tax optimization, charitable giving strategies, and trust structuring, ensuring that her clients’ true riches are aligned with their long-term legacy goals.
At Blue Trust, Anehita leads a dedicated team committed to delivering tailored solutions that encompass comprehensive wealth management, retirement planning, and risk mitigation. Her expertise in family office services enables her to coordinate complex financial decisions across generations, fostering sustainable wealth transfer and philanthropic endeavors. She is particularly passionate about empowering women in wealth, providing strategic guidance that addresses their specific financial needs and aspirations.
Anehita’s key projects often involve designing customized investment strategies, implementing tax-efficient structures, and developing charitable giving plans that maximize impact. Her client-centric philosophy emphasizes building trust and transparency, ensuring that each family’s unique values and priorities are reflected in their financial roadmap. Whether working on estate planning or optimizing investment portfolios, Anehita’s goal is to help her clients unlock their true riches and secure their legacy for generations to come. She and her team are eager to connect with families seeking to elevate their wealth management strategies and achieve their financial aspirations.
Family Office Advisor at Blue Trust in February 2024 to Present
Senior Family Office Specialist at Blue Trust in July 2022 to February 2024
Senior Financial Planner at Blue Trust in January 2021 to June 2022
Financial Planner at Blue Trust in February 2018 to January 2021
Compliance Audit Manager at Blue Trust in September 2013 to February 2018
Manager, Global Compliance & Reporting at Ernst & Young LLP in October 2011 to August 2013
Senior Associate, Business Tax Services at Ernst & Young LLP in April 2008 to October 2011
Senior Associate, Assurance & Advisory Business Services at Ernst & Young LLP in August 2004 to March 2008
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University of Georgia - Terry College of Business, Masters of Accountancy/ Bachelor of Business Administration (B.B.A.), July 1999 to July 2026
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Financial Planning for Ultra High Net worth Families
Family Office
Financial Planning for Women
Investment Management
Retirement Planning
Tax Planning
Charitable Giving Strategies
Trust and Estate Planning
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Discover more about Blue TrustWhat is Anehita Chie email address?
Email Anehita Chie at [email protected] and [email protected]. This email is the most updated Anehita Chie's email found in 2026.
How to contact Anehita Chie?
To contact Anehita Chie send an email to [email protected] or [email protected]. (updated on January 08, 2025)
What company does Anehita Chie work for?
Anehita Chie works for Blue Trust
What is Anehita Chie's role at Blue Trust?
Anehita Chie is Family Office Advisor
What is Anehita Chie's Phone Number?
Anehita Chie's phone (404) ***-*261
What industry does Anehita Chie work in?
Anehita Chie works in the Financial Services industry.
Anehita Chie Email Addresses
Anehita Chie Phone Numbers
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