The Wealth Equation: Balancing Money and Stress
Don’t let assets be a liability that strains your family. Ultra-high-net-worth (UHNW) families have no shortage of options when it comes to who manages their investments. They can engage with a private bank, hire a financial advisor, enlist a multi-family office, or start their own single-family office with dedicated staff. The challenge is finding a […]
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 […]
Key Observations and Whittier Trust Insights on the “One Big Beautiful Bill”
On July 4, 2025, President Trump signed into law H.R. 1, otherwise known as the One Big Beautiful Bill (“OBBB”), which made permanent many provisions of the 2017 Tax Cuts and Jobs Act (“TCJA”), accelerated the elimination of green energy tax credits introduced as part of President Biden’s Inflation Reduction Act, while delivering targeted tax […]
Whittier Trust Welcomes Vikram Ganu as Senior Vice President and Director of Tax
Vikram Ganu underscores Whittier Trust’s commitment to tax sensitivity as a cornerstone of the firm’s wealth management philosophy. Whittier Trust is pleased to announce the addition of Vikram Ganu as Senior Vice President and Director of Tax, based in the firm’s Menlo Park office. Vikram will lead Whittier Trust’s tax practice, advising high-net-worth individuals and […]
Beyond Basic Security
Cyber criminals may be targeting you—here are six ways to fight back. In today’s interconnected world, protecting your digital information is vital. Cyber threats are constantly evolving, so staying informed and proactive is the best defense. At Whittier Trust, we take cybersecurity seriously, and we aim to help you maintain your online security and safeguard […]
Sandip Bhagat Explores Market Fundamentals and AI’s Long-Term Impact on Nasdaq TradeTalks
Whittier Trust Chief Investment Officer, Sandip Bhagat, joined Nasdaq experts in a dynamic conversation on market stability, the evolving role of AI in the U.S. economy and how patient, long-term investing can turn short-term market noise into opportunity. While the first half of the year was marked by volatility from trade, tariffs and geopolitical concerns, […]
Whittier Trust Earns Top-Five Ranking in the Orange County Business Journal’s 2025 Best Places to Work Awards
Whittier Trust’s Newport Beach Office Celebrates Fourth Consecutive Year Recognized as a Top 10 Workplace by the Orange County Business Journal. Whittier Trust has been named the #5 Best Place to Work in Orange County by the Orange County Business Journal (OCBJ) for 2025, marking the firm’s fourth year inside the top 10 workplaces in […]
Whittier Trust Recognized as the #6 Best Place to Work in Los Angeles
Whittier Trust Celebrates Fourth Consecutive Year on the Los Angeles Business Journal’s Top 100 Workplaces List. Whittier Trust has once again been recognized as one of the best places to work in Los Angeles, this year climbing to 6th place among midsize companies on the Los Angeles Business Journal’s annual list. This marks the fourth […]