Private philanthropy has always played a critical role in disaster relief efforts.
The down market and low interest rates present significant estate planning opportunities – making this a very favorable time to consider wealth planning strategies for your family.
Whittier Trust is proud to announce Christina Rogers has now joined our company as Associate General Counsel.
The world currently has over $13 trillion of negative yielding bonds and the German government is able to borrow for ten years at negative -0.40%.
The beginning of a new decade is one of those personal milestones that often prompts reflection and introspection.
As technology advances and the wealth management industry consolidates, wealth managers will become increasingly focused on the standardization of offerings delivered through digital means.
Squabbling siblings, spendthrift heirs and hostile step-relatives aren’t just the stuff of television drama.
Demand for triple net lease investment opportunities has been rising consistently over the last two decades.
It is an era of complex fee structures with many high-net-worth (HNW) investors unaware of just how many forms and layers of fees and costs are lurking within their portfolios.
A 2019 Forbes Insights survey finds that 68% of high-net-worth (HNW) investors say family relationships greatly complicate wealth management.