Real Estate Succession Planning
Who will manage your real estate portfolio when you’re no longer able to? Families with significant real estate holdings tend to have complex wills and trusts, and transitioning a real estate portfolio after the head of a family passes can be an intricate and stressful process. “At Whittier Trust, our goal is to help families hold on to […]
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 […]
The Price and Value of Assets
In investing, “value” is a word that’s used often but rarely understood in depth. It is not just a price tag, an item on a balance sheet, or a line on a chart. Rather, value is a complex blend of trust, expectation, and the interplay between certainty and speculation. The recent surge in gold prices to […]
Overview of Investments in Nevada
Dean Byrne Featured in Nevada Business Magazine: Investing is a balancing act between risk and reward in the best of times, but today’s uncertain economic climate and fluctuating markets present an unprecedented challenge for investors. While some people choose to stay with traditional options like money market funds and government bonds, others are taking on […]
Five Key Questions to Ask Before Transitioning the Family Business
What ultra-high-net-worth individuals need to consider when mulling an exit. In my role at Whittier Trust, I’ve seen firsthand how critical it is for ultra-high-net-worth individuals (UHNWIs) to have a well-thought-out exit strategy for their family businesses. Despite the intensive planning that typically goes into wealth management, recent research from the Exit Planning Institute suggests […]
A Junior Board Helps Continue a Family Foundation’s Legacy
Next-gen philanthropy is about more than just giving money away. Philanthropy is about helping others and offering invaluable funding to support communities and causes. With a family foundation, it’s also about preserving a legacy and bringing family members together in the name of a shared cause or purpose. The style and look of a family foundation varies, and […]
Wealth Planning as a Competitive Advantage
How smart entrepreneurs future-proof their legacy. Most entrepreneurs who have built a corporation to a valuation in the hundreds of millions (or higher) will tell you about a beginning filled with hard work, sleepless nights and worry over whether or not their business would survive. We work with many family businesses that are now worth […]
Whittier Trust Expands Presence in Southern California with New San Diego Office
Whit Batchelor, from Whittier Trust’s Newport Beach Office, is set to lead the expansion, strengthening client and community bonds within the region. Whittier Trust is excited to announce the opening of its newest office in San Diego, reinforcing its deep commitment to serving clients in the region with a local, personalized approach. With a legacy […]
Market Insights – Second Quarter 2025
A Growth Scare … And Likely No Worse The momentum from two years of remarkable economic resilience and strong market returns came to an abrupt halt in April 2025. The catalyst for market turmoil this time around was an unexpected turn in the administration’s global trade policy. April 2, 2025 was touted as Liberation Day […]
Balancing Support and Accountability
How high-net-worth families can protect their legacy while supporting their heirs. Every parent dreams that our children will grow up to be happy, productive, contributing members of society. We envision a path that may include youth sports, music and the arts, faith and culture, and of course, education. Our fervent hope is that our efforts […]