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Let’s Talk About Nevada

Let’s Talk About Nevada. Thirteen. Ten. Five. That’s not the start of a riddle, but a sampling of some of the West Coast’s state tax brackets. Government coffers are really filling up with an increasing portion of your hard-earned dollars.

2018-08-08T17:55:44+00:00

Commitment. Communication. Concern. Our Recipe for Building Trust.

Commitment. Communication. Concern. Our Recipe for Building Trust. Warren Buffet says, "It takes 20 years to build a reputation and five minutes to ruin it." For anyone who's had their trust breached by a family member, confidant, or business partner, you know this all too well. Commitment. Communication. Concern. Our Recipe for Building Trust. Warren Buffet says, "It takes 20 years to build a reputation and five minutes to ruin it." For anyone who's had their trust breached by a family member, confidant, or business partner, you know this all too well.

2018-07-17T23:52:18+00:00

Helping Our Kids Help Themselves

“The object of teaching a child is to enable him to get along without a teacher.” -Elbert Hubbard No child is born understanding how and why they need to be a good steward of their finances and wealth. Especially as a member of an affluent family children face those issues front and center as they grow older.

2018-05-09T19:41:04+00:00

Five Ways to Maintain Relevance in Retirement

Ten thousand boomers are retiring each day, and while that may not be you—yet—the time is approaching. And while every individual has walked a different path, many follow a similar route in life of building careers and raising families.

2018-05-08T22:48:44+00:00

Whittier: A Family Office Unlike the Rest

Charles Darwin said “it is not the strongest species that survive, nor the most intelligent, but the most responsive to change.” But when life is full and vibrant, few are thinking about the days ahead that will need special care and preparation to ensure family is taken care of and businesses thrive.

2018-05-08T23:21:37+00:00

Classical Tahoe 2017. Whittier Trust Invites You…

Experience Classical Tahoe's beautiful scenery, renowned orchestra and guest soloists. Join us as more than 40 musicians from our nation's top orchestras come together for three weeks of unforgettable performances in beautiful Lake Tahoe. Classical Tahoe is one of our very favorite summer events, but we can say with full confidence that this year's festival promises to be the very best yet. Classical Tahoe is sure to give you a luxurious experience with breathtaking music in an intimate setting in Incline Village. We would love to see you there!

2018-06-04T22:48:02+00:00

Uncovering Opportunity in the Most Challenging of Markets

THE GYRATION IN OIL PRICES over the past 18 months has left many questions about the direction of oil prices and how to position an investment portfolio. The price of oil collapsed from over $100 per barrel (bbl) to a low of $26/bbl. Since then, oil prices have nearly doubled to approach $50/bbl.

2018-06-04T23:19:52+00:00