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Stay informed with the latest from Whittier Trust. Our News and Insights hub is your resource for expert perspectives, market insights, industry trends and company updates.
Family Philanthropy Benefits Givers in Surprising Ways
Clients’ stories prove it can be more rewarding to give than to receive By Jesse Ostroff Each year, National Nonprofit Day, observed on August 17,...
Artificial Intelligence Can Make Financial Information Easier to Access, But It Can’t Replace Judgment
Trusted advice and the role of AI in wealth management By Whittier Trust Artificial intelligence has changed how people access financial information. Today, it’s easier...
Don’t Be the Financial Bottleneck in Your Family
The best approach to succession planning for family wealth is sharing knowledge across generation By Whittier Trust For many first-generation wealth creators, it’s easy to...
Market Insights – Third Quarter 2026
Still Narrow Leadership in a Topsy-Turvy Year So far in 2026, the U.S. stock market has shown an uncanny resemblance to last year. In both...
Moving from a Single to Multi-Family Office
How it works, why it’s advantageous, and what to expect in the transition By Kimberly Frasca-Delaney, Senior Vice President and Client Advisor for Whittier Trust...
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