No Crypto. No Gold. The Institutional Discipline Behind the Zero
Why the world’s best-managed money isn’t chasing the headlinesBy Whit Batchelor, Executive Vice President and Client Advisor, Whittier Trust The recently released 2026 Global Family Office Report by J.P. Morgan was a survey of 333 single-family offices, across 30 countries, with an average net worth of $1.6 billion. While their assets were significant, another striking […]
It Shouldn’t Cost Millions to Run Your Family Office
The staggering expense of a single-family office may run counter to the goal of wealth preservation By Whit Batchelor, Executive Vice President and Client Advisor, Whittier Trust There’s a startling finding in the recently released 2026 Global Family Office Report by J.P. Morgan: Ultra-high-net-worth families are paying an average of $6.6 million annually to have […]
A Philanthropic Write-Off for the 70-Plus Set
How qualified charitable distributions work and how they can help offset tax burdens By Gregg Millward, Whittier Trust Client Advisor Anyone nearing the age of 70 should be aware that you will soon have some age-specific tax rules to consider in managing your money. The good news is that many of them are quite beneficial. […]
Planning for a Major Philanthropic Gift
Three steps to making a transformational donationBy Whittier Trust A major gift to a university, hospital, museum, or other well-known institution can be a transformative undertaking for both you and the intended recipient. Perhaps you’re considering a substantial sum for an organization you already support, or maybe you have no prior relationship at all. Either […]
Next Generation Philanthropy: How to Approach International Giving Strategically
Philanthropy is becoming an increasingly important way to engage the next generation. As families look to prepare rising generations for greater responsibility, many are expanding the conversation beyond local giving to include global impact. With that comes new considerations, from evaluating international nonprofits to navigating cross-border complexity and aligning giving with long-term intentions. In this […]
What It’s Like to Work at Whittier Trust
In this video, you’ll hear directly from our advisors, leaders, and team members across our offices, sharing what has shaped their experience and why they’ve chosen to grow their careers here. A few things stood out. The culture is collaborative and built on mutual respect. People take their work seriously and support one another. There […]
Get Ready for Trump Accounts
By Vikram Ganu, Senior Vice President, Director of Tax, Whittier Trust The One Big Beautiful Bill (“OBBB”), enacted on July 4, 2025, introduced a new retirement savings option for children called “Trump Accounts.” A Trump Account is, at its core, a tax-deferred IRA for children that does not require them to have earned income. These […]
Whittier Trust Welcomes Christy Mason as Vice President, Client Advisor
Whittier Trust welcomes Christy Mason as Vice President, Client Advisor in the firm’s Newport Beach office. Christy brings more than 12 years of experience across investment and alternative products. Prior to joining Whittier Trust, she served as a Vice President at PIMCO, where she focused on regulatory compliance, working extensively with securities laws and supporting […]
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 […]