New Advances in Alzheimer’s Treatment: A Webinar for Families and Advisors

Whittier Trust partnered with the Alzheimer’s Association to host a conversation on new advances in Alzheimer’s treatments, featuring Dr. Charles S. Wilcox. In this discussion, Dr. Wilcox explores how emerging therapies are designed to work, who may be a candidate for treatment, and what families should understand about potential benefits, risks, and access. For many […]

Are You Looking to Sell Your Business?

Smart Exits: Strategic Blueprint for Selling Your Family Business How to Exit a Family Business With Purpose, Profit, and Peace of Mind Selling a business isn’t just a financial transaction—it’s a life transition. Whether you’re eyeing retirement, planning a legacy, or simply ready for a new chapter, how you structure the sale can dramatically shape […]

Whittier Trust Promotes Ashley Fontanetta to Director of Philanthropic Services and the Retirement of Pegine Grayson

Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust.  Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor […]