Estate Planning for Trusts with Real Estate Assets
Future generations can gain the full benefit of your business legacy with a seamless transition to a successor trustee. Investors with significant real estate portfolios often have an enterprising spirit to grow net worth through real estate, and succession planning may be difficult for this type of successful wealth builder. Many are reluctant to relinquish control to […]
Keys for Maximizing After-Tax Returns: 4 Strategic Elements for Income Generation
In a world full of financial uncertainties, tax-sensitivity is one aspect of investing that you can control. At Whittier Trust, we have been laser-focused on after-tax returns—the dollars you keep—since the early 1980s. That focus has become a key differentiator and one of the many reasons clients tend to stay with Whittier from one generation to the […]
Seven Steps to Involving the Next Generation in Philanthropy
As a parent, it can be challenging to find meaningful ways to integrate your children into your philanthropic efforts. Factors such as age, interests, and financial status all play into how you handle introducing your children to your family’s philanthropic goals. At Whittier Trust, we channel our years of experience into tailored solutions that help […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]
Market Insights – First Quarter 2022
Above-trend Growth in 2022 Introduction The remarkably short Covid recession of 2020 was followed by a rapid and powerful recovery in 2021. Bolstered by massive policy stimulus, global economies and markets were resilient enough to overcome uncertainty from virus variants and inflation spikes. The U.S. economy grew by almost 6% in 2021 in real terms […]
Actionable Ideas: Above Trend Growth in 2022
The last three years have produced some of the most extreme backdrops in the history of global economies and markets. We were still in the midst of the longest expansion ever in the U.S. in 2019. The only cloud on the horizon to disturb the calm back then was the question of when the cycle […]