Wealth Education: Fall Back Into Financial Discipline and Secure Your Family’s Future
As the fall season and the upcoming new year usher in a sense of fresh beginnings, they provide an ideal opportunity to revisit an essential aspect of family wealth: preparing younger generations to manage and preserve it responsibly. Just as students gain knowledge for their futures, educating heirs about financial discipline and responsibility equips them […]
Assessing the Need for a Family Office or Transitioning an Existing One
For individuals and families of significant wealth, managing a substantial portfolio of assets and investments demands a sophisticated and comprehensive approach. From financial planning and asset management to legal and tax strategy, risk mitigation, and multi-generational legacy preservation, there are myriad intricate factors to navigate. This growing complexity has led many affluent individuals and families to establish […]
Robert Levy Named Director of Investments at Whittier Trust
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is proud to announce that Robert L. Levy has been elevated to the role of Director of Investments for Whittier Trust Company of Nevada, Inc., as a reflection of his continued dedication and contributions to the firm. In this new role, Robert helps oversee the company’s investment strategy, […]
Whittier Trust Elevates Brittany Renna to Vice President
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the promotion of Brittany Renna, CFP®, APMA®, CTFA®, to the role of Vice President, Client Advisor, with the firm’s Newport Beach office. In her new role, Brittany will deliver a holistic and customized approach to managing clients’ wealth and estates, […]
Whittier Trust Office Recognized as the #12 Best Place to Work in Los Angeles
Whittier Trust Celebrates Third Consecutive Year on the Los Angeles Business Journal’s Top 100 Workplaces List. For the third year in a row, Whittier Trust has been named one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal. Whittier Trust was proud to be recognized at the 18th Annual Best Places to Work Awards […]
Guardians of Wealth: Navigating the Cybersecurity Landscape in Family Offices
In an era where digital threats are a constant worry, cybersecurity has emerged as a critical concern for family offices entrusted with managing substantial wealth on behalf of affluent clients. Despite the financial stakes and heightened awareness of cyber threats, a concerning gap persists between the recognition of risks and the implementation of robust defense […]
Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards
Whittier Trust, the oldest multi-family office headquartered on the West Coast, has been named a Top 5 Finalist in the 2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of Multi-Family Office Team of the Year for the second year in a row. This recognition is a testament to Whittier Trust‘s commitment to […]
Are You Getting the Most out of Your Tax Planning Services?
Are you maximizing your after-tax returns to the fullest extent possible? This question holds immense weight for ultra-wealthy individuals as they navigate the complex landscape of taxation. Despite employing the expertise of traditional financial advisors and tax professionals, many find themselves falling short of truly optimizing their tax planning strategies. The seasoned wealth management advisors who […]
Whittier Trust Announces Promotions and Continued Investment in Talent
Whittier Trust, the oldest wealth management firm headquartered on the West Coast, announced six promotions across its California and Nevada offices. The promotions reflect Whittier Trust’s commitment to investing in key talent and ensuring exceptional service for its clients. Promoted Executives: Jeffrey J. Aschieris: Vice President, Client Advisor Amanda Buntmann: Vice President, Client Advisor Kayla La […]
Six Reasons Why Most UHNWIs Choose a Multi-Family Office
Your family office is a point of pride as well as a smart way to manage your business and personal affairs. But you don’t have to have a gold nameplate and command your own staff to reap all of the family-office benefits. In fact, a multi-family office typically offers greater advantages—and ironically, more control—than a single-family office. […]