Whittier Trust Positions for Growth with New Pasadena Relocation
Whittier Trust Company, the oldest wealth management firm headquartered on the West Coast, today announced the relocation of its South Pasadena office to 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, effective November 20, 2023. This move is a response to Whittier Trust’s remarkable growth in recent years, fueled by its ever-expanding client base […]
Peace on Earth and Goodwill Toward Family
The holidays are a time to be together: Here’s how to ensure family harmony For many, the holidays are the only time of year when the entire family gets together. From January to October, family dynamics may be easily avoided, but November and December usher in the season of togetherness as well as expectation. Studies show […]
3 Steps for a Generational Transition of the Family Business
As the oldest Multifamily Office headquartered in the West, we bring decades of experience helping families transition their businesses to the next generation. Over the years, we’ve identified several commonalities among families that have successfully navigated a family business transition. The following three concepts we believe are essential: 1. Create a family office to organize […]
Art As An Investment
Works of art can have significant value, both personally and as an asset Fine art may not be one of the first categories that comes to mind when you consider diversifying your portfolio. But paintings, sculpture and other works of art can be a substantial asset in an estate while also bringing beauty and joy into […]
The Employee Experience at Whittier Trust
A Journey from Internship to Full-Time Excellence At Whittier Trust, our clients are the core of all we do. We’re dedicated to delivering a tailored wealth management experience that prioritizes our clients’ families, estates, and legacies. To achieve this, we assemble exceptional teams around our clients, comprising top-tier professionals and talent cultivated through our robust internship […]
Impact and Reward: Strategic Year-end Giving
Strategic year-end giving is a win-win for all. Many people are philanthropic all year long—from volunteering with a favorite charity to donating when a disaster occurs. However, as the calendar creeps toward the end of the year, philanthropic individuals are reminded of the financial planning benefits of giving. While year-end is typically the most generous […]
It’s a Great Time to Be a Liquidity Provider
If you have cash on hand to invest, now is the time to capitalize On the surface, it might look like a less-than-ideal time to invest. Equity markets have been on the rise and no one—especially savvy investors—wants to overpay for an investment. Even though more traditional assets may seem expensive, there is cause for […]
Are You Vulnerable to Cyber Attacks?
Spoiler Alert: Most People and Businesses Are There was a time when we simply locked our doors, installed high-tech security systems and were careful about where we invested our money, and that was enough to make us feel safe. However, in this increasingly digital world, cyber attacks—that is, maneuvers that target information systems, computer networks, […]
Finding the Right Trustee Is Like Summer Wine Tasting
It Helps If You Know What You’re Looking For If you love a good wine, then you know the feeling of finding the exact varietal or blend you want—the satisfaction of identifying traits you prefer, then uncorking one that hits just the right notes. Imagine that first pour at your favorite Napa Valley destination or […]
5 Consumer Trends to Keep an Eye on for the Long Term
Teague Sanders, Senior Vice President and Senior Portfolio Manager It’s an interesting time to be an investor. Artificial intelligence is making its mark on the world in continuously more profound ways. The Federal Reserve has increased interest rates from virtually zero to over 5% with a goal of tamping down inflation. As growth in the U.S. […]