Sandip Bhagat Breaks Down the Resilience and Sustainability of the U.S. Economy on Nasdaq TradeTalks
Whittier Trust’s Chief Investment Officer joined Nasdaq experts and the Head of Macroeconomic Research & Market Strategy at Guggenheim in an in-depth conversation on earnings growth tailwinds, the implications of a bifurcated economy, and whether or not we’re in an AI bubble. Although the first half of 2025 was rattled by trade fears, uneven consumer […]
Whittier Trust Makes History as the First U.S. Company Recognized by the Society of Trust and Estate Practitioners (STEP) as a Platinum Employer Partner
This prestigious designation celebrates Whittier Trust’s global leadership in developing top-tier trust and estate advisors and sets a new benchmark for client-focused professional excellence. Pictured: Greg Custer, Jeff Aschieris, Philip Cook, as well as Ejike Agubor and Rob Thompson with STEP Whittier Trust, the oldest multifamily office headquartered on the West Coast, today announced a historic achievement: the wealth management company has […]
Whittier Trust Recognized as One of the Best Places for Women to Work in Northern Nevada
Whittier Trust’s Reno office honored by Nevada Women’s Fund for creating an empowering workplace culture and advancing opportunities for women through education, purpose-driven work, and family-first values. The Whittier Trust Company of Nevada has been recognized by the Nevada Women’s Fund (NWF) as one of the Best Places for Women to Work in Northern Nevada […]
How Family Governance Protects Generational Wealth
Clear communication and structure are essential for high-net-worth families to protect their assets. Even the best players need a coach—and a playbook. For ultra-high-net-worth families, that playbook, called family governance, is the key to successfully stewarding wealth and family businesses from one generation to the next. Of course, each family is unique, so there are […]
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 […]
Plan to Give
Charitable giving strategies in the wake of the “One Big Beautiful Bill.” The One Big Beautiful Bill (“OBBB”) significantly changed the tax deductibility of charitable contributions in 2026 and onward by introducing two additional limitations for filers who itemize their deductions. The first limitation sets a 0.5% adjusted gross income (“AGI”) floor on deductible contributions. […]
The Wealth Equation: Balancing Money and Stress
Don’t let assets be a liability that strains your family. Ultra-high-net-worth (UHNW) families have no shortage of options when it comes to who manages their investments. They can engage with a private bank, hire a financial advisor, enlist a multi-family office, or start their own single-family office with dedicated staff. The challenge is finding a […]
Whittier Trust Ranked Among Washington’s Best Places to Work
Whittier Trust’s Seattle office honored for exceptional workplace culture while celebrating 60 years in the region and 25 years serving local clients. Whittier Trust’s Seattle office has been named one of the Best Places to Work in Washington in 2025 by the Puget Sound Business Journal. This is a testament to the wealth management firm’s […]
Whittier Trust Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm’s Commitment to Developing Next-Generation Talent. Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm’s Newport Beach office and Seattle office, […]
Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Reinforcing Whittier Trust’s Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service. The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm’s Reno office. This advancement reflects both Derek’s nearly two decades of experience […]