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
Whittier Trust Advisor Answers Questions Commonly Asked by Clients
In a recent roundtable discussion hosted by the San Diego Business Journal, Whit Batchelor, Executive Vice President and San Diego Regional Manager at Whittier Trust, joined fellow Southern California wealth management professionals to address the most pressing questions facing clients today. How do I strategically incorporate philanthropic vehicles like a donor-advised fund or family foundation into my comprehensive wealth management plan and overall asset allocation? Integrating philanthropy into your wealth management strategy requires thoughtful coordination between your giving goals and […]
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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.
