Estate Planning Solutions & Trust Services
Why You Need More Than Just an Estate Planning Attorney No one looks forward to estate planning. It’s one of those items on the checklist that starts at the bottom and can stay there for years—for that “someday” when you have time. And yet, when it’s done right, a good estate planning solution is likely […]
Generational Wealth Transfer
Preparing the successors for sustainable intergenerational wealth management It’s back to school season all across the U.S., the time to get back into routines and more structured schedules. It also can present teachable moments for families, who might use the school calendar to motivate activities focused on finance, specifically around the topics of intergenerational wealth, […]
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 […]
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 […]
Why Begin Your Business Exit Early?
8 Reasons It’s a Good Idea to Begin Planning Your Business Exit Early 1. Transition Planning Preserves Enterprise Value – A BCG study found a “28-percentage point differential in market capitalization growth between companies that had planned transitions and those that had not.” (Boston Consulting Group study of 200 family business transitions 1995-2014) 2. Things Happen – […]
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 […]
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 […]