Managing Concentrated Wealth: When Success Becomes Risk
Rethinking wealth before and after a major liquidity eventBy Craig T. Ayers, Senior Vice President and Senior Portfolio Manager, Whittier Trust Later this year, the market may see a new wave of high-profile public offerings, with companies like SpaceX, OpenAI, and Anthropic frequently cited among potential entrants. If even a portion of these materialize, some […]
A Philanthropic Write-Off for the 70-Plus Set
How qualified charitable distributions work and how they can help offset tax burdens By Gregg Millward, Whittier Trust Client Advisor Anyone nearing the age of 70 should be aware that you will soon have some age-specific tax rules to consider in managing your money. The good news is that many of them are quite beneficial. […]
Planning for a Major Philanthropic Gift
Three steps to making a transformational donationBy Whittier Trust A major gift to a university, hospital, museum, or other well-known institution can be a transformative undertaking for both you and the intended recipient. Perhaps you’re considering a substantial sum for an organization you already support, or maybe you have no prior relationship at all. Either […]
Next Generation Philanthropy: How to Approach International Giving Strategically
Philanthropy is becoming an increasingly important way to engage the next generation. As families look to prepare rising generations for greater responsibility, many are expanding the conversation beyond local giving to include global impact. With that comes new considerations, from evaluating international nonprofits to navigating cross-border complexity and aligning giving with long-term intentions. In this […]
Estate Planning for Trusts with Real Estate Assets
Future generations can gain the full benefit of your business legacy with a seamless transition to a successor trustee. Investors with significant real estate portfolios often have an enterprising spirit to grow net worth through real estate, and succession planning may be difficult for this type of successful wealth builder. Many are reluctant to relinquish control to […]
What It’s Like to Work at Whittier Trust
In this video, you’ll hear directly from our advisors, leaders, and team members across our offices, sharing what has shaped their experience and why they’ve chosen to grow their careers here. A few things stood out. The culture is collaborative and built on mutual respect. People take their work seriously and support one another. There […]
Get Ready for Trump Accounts
By Vikram Ganu, Senior Vice President, Director of Tax, Whittier Trust The One Big Beautiful Bill (“OBBB”), enacted on July 4, 2025, introduced a new retirement savings option for children called “Trump Accounts.” A Trump Account is, at its core, a tax-deferred IRA for children that does not require them to have earned income. These […]
New Advances in Alzheimer’s Treatment: A Webinar for Families and Advisors
Whittier Trust partnered with the Alzheimer’s Association to host a conversation on new advances in Alzheimer’s treatments, featuring Dr. Charles S. Wilcox. In this discussion, Dr. Wilcox explores how emerging therapies are designed to work, who may be a candidate for treatment, and what families should understand about potential benefits, risks, and access. For many […]
Are You Looking to Sell Your Business?
Smart Exits: Strategic Blueprint for Selling Your Family Business How to Exit a Family Business With Purpose, Profit, and Peace of Mind Selling a business isn’t just a financial transaction—it’s a life transition. Whether you’re eyeing retirement, planning a legacy, or simply ready for a new chapter, how you structure the sale can dramatically shape […]
“Can I Pitch You Something?”
How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch about why you should invest in their new venture. Perhaps you are truly intrigued and want to consider the opportunity. Or maybe you’ve been burned by “investing” in a friend’s […]