Webinar: Managing Personal Risk within the Family Business
Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. are state-chartered trust companies, which are wholly owned by Whittier Holdings, Inc., a closely held holding company. All of said companies are referred to herein, individually and collectively, as “Whittier”. The accompanying materials are provided for informational purposes only and are not intended, and […]
A Family Office Can Give You Back Your Personal Time
A common misconception is that people with significant wealth spend their time as they please. But high-net-worth families rarely have as much free time as people believe. Whether they’re running a business, overseeing an investment portfolio or managing several households, life can be complex and busy. A family office, unlike a traditional financial advisor, can […]
Why High-Net-Worth Families Need More than Just a Bookkeeper: The Benefits of Family Office Investment Management
While most financial institutions provide expertise around money matters, few can provide the completely personal services of a family office—much less help someone with a longing for a llama. Dedicated family wealth management goes beyond just experienced family office investment management, and our wealth management advisors understand that. “We ask our clients what they’re passionate […]
Why Choose a Family Office?
5 Benefits a Family Office Can Offer Your High-Net-Worth Clan As a family starts to amass wealth, its matriarch or patriarch typically controls its assets and makes the decisions. Things are still simple. With time, they get more complex. So the family head will enlist investment, legal, tax and other advisors. Generations down the line, […]
Commitment. Communication. Concern. Our Recipe for Building Trust.
“It takes 20 years to build a reputation and five minutes to ruin it.”-Warren Buffet For anyone who’s had their trust breached by a family member, confidant, or business partner, you know this all too well. At Whittier Trust, we’re cognizant of that. So when clients place their trust and livelihoods in our hands, we […]
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—building careers and raising families. But, eventually, the kids will grow up and you will find the right time to hang up your […]
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. Fortunately, we’ve always […]
Four Simple Tips to Protect Your Kids Online
The internet is an amazing place where kids can learn, play, innovate and connect with others. However, with the digital world evolving at an increasing pace, how can you make sure your child is safe from the dangers of the internet? Your kids may know how to search for something on Google, but they might not […]
Seven Tips for Protecting Yourself Online
Every year, millions of consumers fall victim to cybercrime. According to the FBI’s Internet Crime Complaint Center, in 2016, cyber victims lost $1.3 billion from scams initiated through the web. Whittier Trust recommends the following tips to help keep your information safe online: 1. Keep your computers and mobile devices up to date. Having the latest […]
A Few Words about the Equifax Breach
As you may have heard, Equifax, one of the three major credit bureaus, experienced a massive data breach. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information for about […]