Wealth Management

The Whittier Trust Company is exceptionally well equipped to handle the management of trusts and the settlement of estates.

• We complete a thorough analysis of the governing instrument to determine the responsibilities and powers of the trustees
• We perform an initial investment review with the co-trustees or advisors to assess the current asset holdings
• We determine the appropriate investment objectives and establish the overall asset allocation to meet those objectives

In addition to the detailed attention given to each trust, a committee review is conducted at least annually. The reviews focus on the needs and opportunities of the beneficiaries, the account objective, investment performance, a review of the individual holdings, the current investment outlook and the expenses of administration and management.

Our professionals have many years of experience in delivering the specialized service very large and complex trusts and estates demand.