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 […]
Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm’s Investment Committee. Carter Thicke, […]
Whittier Trust Promotes Ashley Fontanetta to Director of Philanthropic Services and the Retirement of Pegine Grayson
Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust. Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor […]
“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 […]
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. By Whit Batchelor, Executive Vice President and Client Advisor, Whittier Trust The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While […]
Hidden Fees and Hidden Agendas
Who’s benefiting the most from your investments? Many investors choose their financial advisor based on a personal or professional connection. If you’re like most people, you’ve likely stayed with that advisor for years because you trust them, appreciate their guidance, and your portfolio may have even performed well. But even trusted relationships benefit from a […]
Balancing Principles and Performance When Investing
Key considerations for those investing with environmental impact in mind. By Craig T. Ayers, Senior Vice President and Senior Portfolio Manager, Whittier Trust If you’ve ever felt tension between your investment holdings and your personal values, you’re not alone. Fortunately, doing good doesn’t have to mean sacrificing returns. Most high-net-worth individuals still approach investing from […]
Market Insights – First Quarter 2026
A Mid-Cycle Economic Revival The current administration entered this presidential term with an ambitious growth agenda based on reform and stimulus. While most policy initiatives were accommodative, there were also some restrictive measures aimed at improving balance in global trade and productivity from government spending. Unlike Trump 1.0 when stimulative tax cuts preceded the burden […]
Market Insights – Fourth Quarter 2025
Dichotomies and Bifurcations After consecutive years of strong returns, global stock markets were expected to take a breather and slow down in 2025. Those expectations seemed to be on track during the first two quarters. After a solid start to the year, prospects of a global trade war raised the specter of a recession and […]