What a Financial Quarterback Actually Does
A keyed-in family office makes sure all your experts are working togetherBy Whittier Trust Most families with significant wealth don’t lack good advisors. They tend to have a roster that includes a detail-oriented CPA, a capable estate attorney, and a trusted investment manager. Each person is great at their job, and yet there can still […]
Whittier Trust Announces Key Promotions: Jay Karpen, Brittnay Ahn and Ryan Pile
Whittier Trust announces the promotions of Jay Karpen, Brittnay Ahn, and Ryan Pile to Senior Vice President in recognition of their exceptional leadership, expertise, and dedication to the individuals and families they serve. “These promotions recognize the exemplary work ethic, performance, and client-first approach that Jay, Brittnay, and Ryan bring to Whittier Trust each day,” […]
Team vs. Players: Aligning Financial Advisors for the Win
Coordinated wealth management is essential to bring together independent expertise to achieve your family’s goalsBy Whittier Trust As your career, family, and wealth grow throughout life, so too does your network of professional advisors. When taxes become complicated, you hire a CPA, who recommends an investment manager, who suggests an attorney and a new insurance […]
Whittier Trust Expands West Los Angeles Office to Support Regional Growth
Whittier Trust has doubled the size of its West Los Angeles office, marking a significant expansion four years after establishing the Santa Monica Boulevard location. The move increases capacity to support the firm’s growing local team and enhances our ability to deliver high-touch and personalized services for ultra-high-net-worth clients across the Westside. The expanded footprint […]
Fostering Wealth Stewardship Across Generations
Inherited wealth doesn’t come with inherent understanding. Those attitudes and approaches must be taught.By Whittier Trust There are two families with nearly identical balance sheets. Both have carefully structured estate plans and appear equally prepared to successfully transfer wealth to the next generation. Yet 20 years later, their outcomes look remarkably different. One family’s children […]
Whittier Trust Names Chelsea M. Healey Vice President, Associate Counsel
Chelsea Healey brings a decade of legal experience in fiduciary, trust and estate, and corporate matters to the firm’s Legal Affairs team Whittier Trust is pleased to announce the appointment of Chelsea M. Healey as Vice President, Associate Counsel. Chelsea will provide strategic legal guidance across Whittier Trust and its affiliates, overseeing core areas including […]
The Most Important Wealth Transfer Isn’t Assets—It’s Decision-Making
Why teaching the next generation to choose well matters more than what they inheritBy Kimberly Frasca-Delaney, Senior Vice President, Client Advisor, Whittier Trust Most families think of wealth transfer as a single moment—a signature, a distribution, or a reading of the will. In practice, the transfer that determines whether wealth lasts one generation or many […]
Whittier Trust Welcomes Kimberly Shepherd to Board of Directors
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to welcome Kimberly Shepherd to its Board of Directors. Shepherd joins Whittier Trust with a distinguished record of board leadership across some of Southern California’s most respected institutions, spanning healthcare, higher education, and family philanthropy. Her appointment reflects Whittier Trust’s continued commitment […]
Family Philanthropy Benefits Givers in Surprising Ways
Clients’ stories prove it can be more rewarding to give than to receive By Jesse Ostroff, Vice President, Client Advisor, Philanthropic Services Each year, National Nonprofit Day, observed on August 17, is a welcome reminder of the significant impact philanthropic activities can have on communities and the world. But at Whittier Trust we have also […]
Whittier Trust Named a Top Five Finalist in Two Categories of the 21st Annual STEP Private Client Awards
Whittier Trust has been named a Top Five Finalist in both the Employer of the Year and Philanthropy Team of the Year categories for the 21st Annual Society of Trust and Estate Practitioners (STEP) Private Client Awards. This marks the third consecutive year Whittier Trust has been honored as a finalist by STEP, a global […]