Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Expanding Possibilities: Investment Residency in New Zealand

Executive Vice President Whit Batchelor joined a panel of industry experts to share insights on New Zealand residency options. Whittier Trust recently hosted a webinar examining the growing interest among American families in New Zealand residency – a trend that has surged more than 100%. The discussion explored how New Zealand’s political stability, wealth planning advantages, natural beauty, and welcoming culture make it an attractive option for global families seeking strategic flexibility. Featuring experts from Malcolm Pacific Immigration, Adventure On, […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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