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 […]
Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm’s Investment Committee. Carter Thicke, […]
3 Things to Consider When Buying International Assets
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but estate and trust lawyers probably had an added reaction of wondering whether or not he had his estate set up properly. Osbourne most likely owned property in his native UK […]
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While many countries around the world offer some sort of investment-based residency, […]
Hidden Fees and Hidden Agendas
Who’s benefiting the most from your investments? Many investors choose their financial advisor based on a personal or professional connection. If you’re like most people, you’ve likely stayed with that advisor for years because you trust them, appreciate their guidance, and your portfolio may have even performed well. But even trusted relationships benefit from a […]
Re-Visiting Roth Conversions
A shifting landscape for retirement and estate planning. Planning for Roth conversions has long been a staple in year-end tax planning. Roth conversions involve converting a tax-deferred account, such as a 401(k) or an individual retirement account (“IRA”), into a Roth account. By doing so, any tax-deferred amounts, including principal and associated earnings, are converted […]
The Leadership Imperative
Identifying and onboarding your next-generation executive. A role in the family business isn’t necessarily a birthright. It is, however, a responsibility, and one that requires careful consideration on both sides. It’s possible your children don’t have the same talents and ambitions as you, but they may bring other interests and skills to the table. More […]