It begins with seeing the big picture.

Wealth management is much more than just investment management; and not knowing the difference can be costly to legacy building. Indeed, the term is elusive and has different meanings depending upon whom you ask. To give structure and a methodology to help analyze, evaluate and enhance your total wealth management picture, we developed a Wealth Management Framework.

 

Our Client

Affluent individuals and families

Accountant

Your accounting professional is an integral part of your estate planning team.

Attorney

Your legal team
will be a focal
point in your
long term estate
planning.

Assistant

Often a key
player in the
operational
component of
your estate plan.

Whittier Trust

Coordinator,
organizer and
facilitator of your
estate team.