Latest News & Insights
Managing Risk: Consistency Over Uncertainty
A calculated approach to risk management allows investment objectives to be met regardless of the conditions. Managing risk is one of the most important portfolio management objectives. Risk is simply the possibility that an outcome will differ from what is expected or hoped for. “Investment risk is like the wind on top of a mountain,” says Caleb Silsby, […]
Strategic Wealth Planning for UHNWIs for the Second Trump Administration
The new year will present challenges and opportunities for ultra-high-net-worth individuals as they re-evaluate their portfolios and long-term financial plans in light of President-elect Donald Trump’s incoming administration. Strong partnerships between UHNW clients and their advisors will be essential during this transition and the ensuing four years. Proactive planning will be key, especially given potential […]
Nasdaq Weekly Guest Spotlight: Sandip Bhagat
Whittier Trust Chief Investment Officer, Sandip Bhagat, was recently featured in the Nasdaq Trade Talks Weekly Guest Spotlight. His professional insights and analysis of the current state of the U.S. Market were provided in an Interview format: Coming into this year, there was speculation of a potential recession. Why do you think the economy has been […]
Maximizing Your Legacy: A Look At Minimizing Estate Tax Liabilities
The specter of estate taxes can loom large for ultra-high-net-worth individuals. For those with an estate in excess of $13.61 million (or couples with a combined estate in excess of $27.22 million) in 2024, this tax can significantly reduce the amount of wealth passed on to heirs, making it crucial for families to take proactive steps in […]
Market Insights – Second Quarter 2024
Watch this video of Sandip Bhagat, our Chief Investment Officer, discussing the latest market insights. Relative Value… Opportunities or Mirages? The dramatic melt-up in stock prices during the fourth quarter of 2023 continued into early 2024. Fears of an impending recession continued to recede and economic activity exceeded expectations. Job growth is now down to […]
Whittier Trust Welcomes Sharon Perlin, New Senior Vice President
Whittier Trust hires Sharon Perlin as Senior Vice President and Client Advisor with their Seattle and Portland offices. Sharon brings to her new role five years as a Senior Fiduciary Advisor for Wells Fargo Private Bank, and one year as a Trust officer for Bank of America Private Wealth Management. Prior to wealth management, Sharon […]
Finding the Right Real Estate Investing Partner is Vital
Your family’s real estate portfolio is too important to risk choosing the wrong trustee Real estate portfolios come in all shapes and sizes. Whether you have a mountain house for family getaways or a variety of income-generating commercial real estate, it’s essential to choose the right trustee to ensure that your real estate investments are […]
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 […]