AI in Finance
How artificial intelligence is showing up in financial services and family office offerings, and why human intelligence is still vital By Teague Sanders, Senior Vice President and Senior Portfolio Manager, Whittier Trust It’s nearly impossible to open an article these days without someone—journalists, pundits, commentators—talking about how artificial intelligence (AI) is a game-changer, primed to revolutionize just […]
Whittier Trust Newport Beach Office Named Amongst Orange County’s Best Workplaces
The Whittier Trust Newport Beach office, an arm of Whittier Trust Company, has been named one of Orange County’s 2023 Best Places to Work for midsize companies by the Orange County Business Journal. Recognition on this annual list highlights Whittier Trust’s commitment to putting their employees first and their success in fostering an exceptional workplace environment based on […]
Whittier Trust Promotes Danny Schenker to Vice President, Client Advisor in Nevada Office
Whittier Trust is thrilled to announce the promotion of Danny Schenker to Vice President, Client Advisor at its Reno, Nevada Office. Danny has more than seven years of family office, financial planning and trust administration experience. As Vice President, Danny Schenker plays a key role in providing comprehensive financial and fiduciary services to high-net-worth individuals […]
Whittier Trust Promotes Tom Suchodolski to Vice President, Client Advisor in South Pasadena Office
Whittier Trust is excited to announce the promotion of Tom Suchodolski to Vice President, Client Advisor at its South Pasadena Office. Tom has more than five years of experience providing ultra-high-net-worth clients with strategic wealth management services and advice. As Vice President, Tom Suchodolski plays a key role in providing comprehensive financial services to high-net-worth […]
Whittier Trust Office Named Top 5 Finalist in The STEP Private Client Awards
Whittier Trust’s Family Office has been named a Top 5 Finalist in the 2023-2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of Multi-Family Office Team of the Year. This recognition serves as a testament to Whittier Trust’s commitment to providing comprehensive wealth management solutions. The STEP Private Client Awards celebrate the […]
Whittier Trust Welcomes Nielsen Fields as Vice President and Portfolio Manager in Newport Beach Office
Whittier Trust is pleased to announce the appointment of Nielsen Fields as Vice President and Portfolio Manager at its Newport Beach Office. Nielsen brings a wealth of experience and expertise in fundamental industry and company research, asset allocation, and portfolio management. As Vice President and Portfolio Manager, Nielsen Fields will play a crucial role in […]
Finding the Just Right Solution: A Multi-Family Office
A multi-family office offers highly personalized service, efficiency and streamlined staff When high-net-worth families think about a plan to manage their wealth, they often consider either a single-family office or a combination of firms, including a financial advisory firm that offers off-the-rack products. However, the best option is often a middle ground between the two, […]
Whittier Trust Welcomes New Vice President and Fiduciary Advisor, Andrew Hall
The Whittier Trust Company of Nevada is excited to announce the hiring of Andrew Hall as a Vice President and Fiduciary Advisor in Whittier Trust’s Reno Office. With a strong background in trust and fiduciary experience, Andrew brings to the team a wealth of knowledge as well as a proven track record in advocating for […]
Whittier Trust Promotes Robert Renken to General Counsel
Whittier Trust is proud to announce the elevation of Robert W. Renken to the role of Executive Vice President, General Counsel. He is now responsible for all legal affairs of the Whittier Trust Companies and their affiliated entities. Robert brings to this new role close to ten years of service with Whittier Trust as an Executive […]
The Importance of Coordinating Professional Advisors
By: Steve Beverage, Senior Vice President, Client Advisor in Whittier Trust As a family’s asset base and balance sheet grow, so does the corresponding financial complexity. A number of wealth planning strategies can be employed to accomplish a family’s goals, from multi-generational wealth transfer, tax mitigation and liquidity planning for estate taxes to philanthropic and legacy […]