David Dahl Reflects on Thirty Years With Whittier Trust
To our Whittier Trust Family, I want to express my deepest gratitude to each of you–clients, employees, and partners–who have been an integral part of the Whittier Trust family since I started here over 30 years ago. This journey has been extraordinary, and your unwavering support and commitment have made it all possible. This is a significant […]
Whittier Trust Positions for Growth with New Pasadena Relocation
Whittier Trust Company, the oldest wealth management firm headquartered on the West Coast, today announced the relocation of its South Pasadena office to 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, effective November 20, 2023. This move is a response to Whittier Trust’s remarkable growth in recent years, fueled by its ever-expanding client base […]
Peace on Earth and Goodwill Toward Family
The holidays are a time to be together: Here’s how to ensure family harmony For many, the holidays are the only time of year when the entire family gets together. From January to October, family dynamics may be easily avoided, but November and December usher in the season of togetherness as well as expectation. Studies show […]
The Employee Experience at Whittier Trust
A Journey from Internship to Full-Time Excellence At Whittier Trust, our clients are the core of all we do. We’re dedicated to delivering a tailored wealth management experience that prioritizes our clients’ families, estates, and legacies. To achieve this, we assemble exceptional teams around our clients, comprising top-tier professionals and talent cultivated through our robust internship […]
Impact and Reward: Strategic Year-end Giving
Strategic year-end giving is a win-win for all. Many people are philanthropic all year long—from volunteering with a favorite charity to donating when a disaster occurs. However, as the calendar creeps toward the end of the year, philanthropic individuals are reminded of the financial planning benefits of giving. While year-end is typically the most generous […]
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 […]
Are You Vulnerable to Cyber Attacks?
Spoiler Alert: Most People and Businesses Are There was a time when we simply locked our doors, installed high-tech security systems and were careful about where we invested our money, and that was enough to make us feel safe. However, in this increasingly digital world, cyber attacks—that is, maneuvers that target information systems, computer networks, […]
Whittier Trust Office Named A Top 25 Workplace in Los Angeles
Whittier Trust has been named one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal. The Whittier Trust offices rank as number 25 out of all midsize companies in the Los Angeles area. This is the second year in a row Whittier Trust has been included on this prestigious list. The award underscores […]
Whittier Trust Recognized in Washington’s Top 100 Workplaces
The Whittier Trust Seattle Office, an arm of The Whittier Trust Company of Nevada, has been named one of Washington’s 100 Best Workplaces by the Puget Sound Business Journal. Recognition on this esteemed annual list highlights Whittier Trust’s commitment to putting people first and their success in fostering an exceptional workplace environment based on the […]
Maximizing Family Vacation
By Kim Frasca-Delaney, Senior VP, Client Advisor for Whittier Trust In the fast-paced world of family office advisory, helping clients find just the right setting to have meaningful conversations about family finances can be a challenge. If you’re planning a family getaway to a relaxing tropical locale or an active ski trip with your loved ones, it […]