Whittier Trust Ranked Among Washington’s Best Places to Work
Whittier Trust’s Seattle office honored for exceptional workplace culture while celebrating 60 years in the region and 25 years serving local clients. Whittier Trust’s Seattle office has been named one of the Best Places to Work in Washington in 2025 by the Puget Sound Business Journal. This is a testament to the wealth management firm’s […]
Whittier Trust Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm’s Commitment to Developing Next-Generation Talent. Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm’s Newport Beach office and Seattle office, […]
Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Reinforcing Whittier Trust’s Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service. The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm’s Reno office. This advancement reflects both Derek’s nearly two decades of experience […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]
Is a Donor-Advised Fund Right For You?
Be sure you understand your charitable options before committing. A $1 billion dollar donation is always a big piece of news, and when an ultra-high-net-worth individual or family makes such a gift, the world is sure to take notice. Within the last year, such donations have been made to community foundation donor-advised funds (DAF). No […]
Whittier Trust Featured in San Diego Business Journal
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. Whittier Trust, a Pasadena-based wealth management company that serves “ultra-wealthy” clients, is opening a San Diego County office in Carmel Valley. Founded in 1989 by the Whittier Family, which includes Helen Woodward of the animal shelter fame and philanthropist Paul Whittier, […]
Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald. Whittier Trust is pleased to welcome Kiley Barnhorst MacDonald as Senior Vice President and Client Advisor, based in the firm’s new San Diego office. With more than 30 years of experience at the intersection of the legal, corporate, and nonprofit […]
Recent Updates Regarding Washington State Taxes
Washington Capital Gains Tax Beginning January 1, 2022, a flat 7% tax on net long-term capital gains went into effect. Many advisors believed the tax to be unconstitutional and that it would be repealed if/when challenged. However, the WA Supreme Court upheld the tax in March of 2023 in Quinn v. Washington. Additionally, the public […]
Ted Fogliani Joins Whittier Trust San Diego Office as Vice President of Business Development
Whittier Trust Grows San Diego Team and Fortifies Its Commitment to the Entrepreneurial Spirit with the Addition of Ted Fogliani. Whittier Trust is pleased to announce the addition of Ted Fogliani as Vice President of Business Development in the firm’s San Diego office. A veteran entrepreneur and former CEO with over 25 years of experience building successful companies in […]
Philip Cook Joins Whittier Trust Seattle Office as Vice President and Client Advisor
Celebrating its 25th anniversary in 2025, the Whittier Trust Seattle Office continues to grow and strengthen its family office services with experienced CPA, Philip Cook. Whittier Trust is proud to welcome Philip Cook as Vice President and Client Advisor in the firm’s Seattle office. A seasoned advisor with more than 18 years of experience in tax, estate planning, trust […]