Investment Management: Steps To Take to Hedge Against A Possible Recession
Concerned about a downturn? Here’s what to do to prepare for a recession Internet searches for “2023 recession prediction” are on the rise, indicating people are concerned about the state of the economy and, more specifically, their portfolios. Even with the current volatility—from high inflation to international geopolitical issues leading to a bear market—it’s not […]
Brian Bissell Inducted into Georgetown Hall of Fame
Wealth management is a crucial aspect of financial planning for high-net-worth families and individuals, and having the right advisor or consultant can make all the difference. Meet Brian Bissell, a top-performing athlete in the sailing world who now provides expert wealth management services as a senior vice president and client advisor for the Whittier Trust Company. […]
How 529 Plans Can Benefit Your Estate Plan
The Gift That Keeps on Giving A 529 Plan is a savings account for college and, in some cases, K-12 education, depending upon the state plan that is selected. With the cost of college and private schools soaring, creating a 529 Plan for kids to ease that financial burden is a wonderful way to assist […]
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 […]
Wealth Management: 2023 Financial Outlook
It May Be Better Than You Think By Tom Frank, Executive Vice President, Northern California Regional Manager, Whittier Trust It’s early 2023 and we’ve just come out of one of the toughest markets for financial assets in recent years. The broad U.S. stock market as measured by the S&P 500 Index was down about 18%, while […]
Market Insights – First Quarter 2023
Focus on Recession … or Recovery? The market turmoil of 2022 couldn’t have been in sharper contrast to the benign conditions of low inflation, easy money and high growth seen in 2021. Persistently high inflation in recent months has led to tighter monetary policy and slower growth. The Fed has raised rates by more than […]
Whittier Trust Promotes Ashley Fontanetta to Senior Vice President
Whittier Trust Company is excited to announce the promotion of Vice President, Ashley Fontanetta, to the role of Senior Vice President. As a Senior Vice President, Ashley will provide advisory and administration services to high-net-worth individuals and families. She specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic […]
Sell Strong: Whittier Trust Advisors Offer Things to Consider Before Selling a Business
Thinking of selling your business? Things to consider before a sale Your business is important to you. That’s why, when you plan for its future, there’s more to consider than optimizing the balance sheet and achieving a high valuation multiple. “Of course, we’re focused on helping our clients get the most value from the sale […]
Whittier Trust Welcomes Kristen Matteoni as Vice President, Junior Counsel
Whittier Trust Company hires Kristen Matteoni as Vice President and Junior Counsel. In this role, she is responsible for assisting in the legal affairs of Whittier Trust, advising on trust, fiduciary, corporate, regulatory, and business matters. Kristen brings to Whittier Trust seven years of experience in trust and estate law. She most recently served as an Estate […]
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 […]