Expanding Possibilities: Investment Residency in New Zealand
Executive Vice President Whit Batchelor joined a panel of industry experts to share insights on New Zealand residency options. Whittier Trust recently hosted a webinar examining the growing interest among American families in New Zealand residency — a trend that has surged more than 100%. The discussion explored how New Zealand’s political stability, wealth planning […]
Whittier Trust Presents: US-Taiwan Relations, China, and the Future of Regional Security
Indo-Pacific security and specifically deteriorating US-Chinese relations, at their lowest point in decades, have focused additional attention on US-Taiwan relations in light of China’s oft-stated designs on Taiwan. In his talk with Whittier Trust and leading members of the wealth management industry, Dr. Green focuses on Washington’s relations with and security commitments to Taipei within […]
Whittier Trust Presents: The War on Ukraine
Whittier Trust presents Jerrold D. Green, President and CEO of the Pacific Council on International Policy, to speak to us about the geopolitics of the unfolding tragedy in Ukraine. As Russia continues its brutal attempt to subjugate a free and democratic Ukraine, the global community is both adjusting its view on the international system, heretofore […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]
Actionable Ideas: Above Trend Growth in 2022
The last three years have produced some of the most extreme backdrops in the history of global economies and markets. We were still in the midst of the longest expansion ever in the U.S. in 2019. The only cloud on the horizon to disturb the calm back then was the question of when the cycle […]
Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid
When a family sells its business, the overlap between business and family can unearth unexpected challenges. Proactive succession planning that navigates best practices and costly pitfalls can keep both the business and the family on track. This webinar will highlight fundamental differences between preparing the business for a third-party sale and grooming it for a […]
Actionable Ideas: Can I Really Do That With a Donor-Advised Fund?
Donor-advised funds are remarkably flexible and versatile. Learn how many of our clients – whether or not they consider themselves to be philanthropic – are employing DAFs to minimize their income tax burden, reduce family conflict, structure their charitable giving for greater impact, diversify assets while avoiding capital gains tax, teach their children positive values […]
5 Intangible Assets You Get By Working with a Wealth Management Firm
While high-net-worth individuals are no strangers to hard work, they may find that their time and talent are busy maintaining a complicated portfolio rather than working towards the passions that got them where they are in the first place. Many high-net-worth individuals don’t see the value or advantages of working with a private wealth management […]
Webinar: Managing Personal Risk within the Family Business
Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. are state-chartered trust companies, which are wholly owned by Whittier Holdings, Inc., a closely held holding company. All of said companies are referred to herein, individually and collectively, as “Whittier”. The accompanying materials are provided for informational purposes only and are not intended, and […]