Sweeten the Sale: A Business Selling Checklist
Smart entrepreneurs look beyond the financials to enhance the impact of an impending business sale Any business owner is familiar with looking at all sides of a particular transaction. It’s no different with the ultimate transaction—the sale of the business itself. It is vital to consider not only the financial and tax consequences of a […]
Charitable Giving is Personal & Your Plan Should Be Too
Customizing your charitable giving plan is a game changer When someone makes the decision to give back, it’s almost always motivated by a desire to make a difference and, hopefully, to make the world a better place. For those stewarding wealth through a family foundation or charitable trust, having a customized plan is vital to […]
Smart Stocks to Own When Inflation is High
The best investments to make or have right now The question on everyone’s minds is “what kind of stocks do you want to own when inflation is high?” To ask it a different way: what is the best place to invest money right now? “The short answer is that you want to own stocks with […]
Whittier Trust Opens New Office in Menlo Park, California
Whittier Trust Company is proud to announce the opening of a new office location in Menlo Park. Whittier Trust is a holistic wealth management company providing comprehensive investment, philanthropy, trust, family office and real estate services for wealthy individuals and families. The opening of the new Menlo Park location reflects the success seen by the […]
Wealth Management: How to Discuss Wealth and Values With Your Family
Steps to jumpstart these important discussions about legacy Wealth and values play a starring role in family philanthropy, whether through a private foundation or a Donor Advised Fund. However, wealth and values conversations can be daunting to undertake for some families. “For fear of being divisive or difficult, many families avoid the conversation completely,” says Ashley […]
Whittier Trust Presents: The Roaring 2020s
“History never repeats itself, but it rhymes.” The purported quip by Mark Twain leads us to ask if the 2020s will rhyme with the 1920s, a decade of booms and busts, tremendous economic expansion and dislocation, and dramatic changes in social mores and fashion. Like the 2020s, the 1920s began with great uncertainty about what […]
Portfolio Management: The Best Place to Invest Right Now Might Be Closer Than You Think
Buying U.S. stocks could be a superior way to gain international exposure Smart investors balance their portfolios between domestic and international financial investments. However, what might not be obvious when selecting stocks is that often investments in domestic companies come with significant international exposure. “Most investors I speak with unwittingly have way too much international […]
2023 Federal Tax Updates
With the 2021 tax filings behind us and the 2022 tax year drawing to a close, it’s already time for tax updates coming in 2023. The IRS released its 2023 tax year annual inflation adjustments covering updates to more than 60 tax provisions. The 2023 tax year adjustments will effect tax returns filed in 2024. […]
Portfolio Management and a Winter Chill
The 2022 holiday spending forecast and why this year will be different than last It’s that time of year when Americans are making their lists and checking them twice, but for the 2022 holiday season, many will be slimming down their spending. “I don’t think there’s any question that holiday spending will be slower this […]
Planned Giving & Choosing Wisely
How to focus your philanthropic activities for maximum impact If you’re starting your journey toward philanthropic giving, either because you’re launching something new or because you’ve inherited a role in a family foundation, all of the options for charitable contributions can feel overwhelming. From environmental causes to poverty relief—and everything in between—the options are endless. Rather […]