Real Estate as a Diversification Asset
The importance of moving from concentration to portfolioBy Andrew J. Paulson, Vice President, Real Estate, Whittier Trust For many real estate investors, wealth is often concentrated in a single property or a narrow asset class. While concentration can create substantial gains, it can also expose investors to unnecessary risk, particularly when a large portion of […]
Estate Planning for Trusts with Real Estate Assets
Future generations can gain the full benefit of your business legacy with a seamless transition to a successor trustee. Investors with significant real estate portfolios often have an enterprising spirit to grow net worth through real estate, and succession planning may be difficult for this type of successful wealth builder. Many are reluctant to relinquish control to […]
Steady and Measured Real Estate Investing
Why a long-term approach is a smart strategy, regardless of the economic outlook. It’s nearly impossible to turn on the television or read an economic journal without being confronted with news about stock market volatility and concern about interest rate fluctuations. Ultimately, market factors are always in play. Economies, and the components that make them […]
Real Estate Succession Planning
Who will manage your real estate portfolio when you’re no longer able to? Families with significant real estate holdings tend to have complex wills and trusts, and transitioning a real estate portfolio after the head of a family passes can be an intricate and stressful process. “At Whittier Trust, our goal is to help families hold on to […]
Who Should Be the Trustee of My Real Estate Portfolio?
Make sure your family’s property assets are stewarded from one generation to the next. The story of family wealth-creation in the West is not complete without a discussion of the role real estate has played in building multi-generational legacies. This is true throughout the region but specifically so in California. Almost every entrepreneur has a balance sheet that […]
Weathering the Storm: Preparing for the Unexpected in Wealth Management
In a world where sudden shifts are inevitable, natural disasters such as the recently devastating Hurricanes Helene and Milton are powerful reminders of life’s unpredictability. Such events highlight the importance of robust financial preparation for ultra-high-net-worth individuals (UHNWIs), especially on the West Coast—an area prone to natural risks. While personal disaster preparedness is key, UHNWIs […]
Real Estate Wealth Management
The right investment and estate strategy can help create a legacy of real estate holdings that will benefit your family for generations. In 1891 just before the turn of the century, a young man from Maine named Max Whittier rode a train cross-country to California to seek his fortune. Nearly a decade later, after several failed attempts […]
Unlocking the Keys to Real Estate Investing
Impressive return on investment strategies and market insights for investing in real estate For high net worth families and individuals, investing in real estate can be an important part of the overall strategy for investment return. But in a real estate market that seems to change by the day and an economic climate plagued with […]
Finding the Right Real Estate Investing Partner is Vital
Your family’s real estate portfolio is too important to risk choosing the wrong trustee Real estate portfolios come in all shapes and sizes. Whether you have a mountain house for family getaways or a variety of income-generating commercial real estate, it’s essential to choose the right trustee to ensure that your real estate investments are […]
Star Performers: Whittier Trust’s Real Estate Expertise
How Whittier Trust’s real estate expertise can ensure your real estate investment performs at its peak potential Three siblings inherited a multi-tenant commercial industrial property that was located in an upscale area a few blocks from the ocean in Northern California. The asset was considered a prime piece of real estate, which produced more than […]