Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President
Whittier Trust strengthens a culture of excellence through internal advancement. Whittier Trust is pleased to announce the promotions of Jesse Ostroff and Patrick Coyle to the role of Vice President. These promotions underscore Whittier Trust’s commitment to hiring best-in-class client advisors and portfolio managers, fostering professional development, and advancing talent from within as the firm […]
Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach
Whittier Trust is proud to welcome Steven Ward as Vice President of Real Estate, based in the firm’s Newport Beach office. Steven joins Whittier Trust with an extensive background in real estate investment and a track record of helping clients navigate and maximize their holdings across a wide range of asset classes. In his new role, Steven will be […]
Three Things to Do Before You Sell Your Company
Structuring the sale of your business to preserve your assets and legacy. Many entrepreneurs looking to sell their business are unaware of how many options they have in structuring that sale and the profound differences those different paths can make. A well-planned sale can save thousands—or even millions—of dollars in taxes and lay the foundation […]
The Art of Stock Selection
Understand you are buying a business, not trading a stock. The casual investor tends to focus on the wrong thing when investing. Most will think of the stock as the investment while forgetting the most important part. The most important thing to remember about investing in stocks is that you are not just buying a […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]
Is a Donor-Advised Fund Right For You?
Be sure you understand your charitable options before committing. A $1 billion dollar donation is always a big piece of news, and when an ultra-high-net-worth individual or family makes such a gift, the world is sure to take notice. Within the last year, such donations have been made to community foundation donor-advised funds (DAF). No […]
Whittier Trust Featured in San Diego Business Journal
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. Whittier Trust, a Pasadena-based wealth management company that serves “ultra-wealthy” clients, is opening a San Diego County office in Carmel Valley. Founded in 1989 by the Whittier Family, which includes Helen Woodward of the animal shelter fame and philanthropist Paul Whittier, […]
Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald. Whittier Trust is pleased to welcome Kiley Barnhorst MacDonald as Senior Vice President and Client Advisor, based in the firm’s new San Diego office. With more than 30 years of experience at the intersection of the legal, corporate, and nonprofit […]
Recent Updates Regarding Washington State Taxes
Washington Capital Gains Tax Beginning January 1, 2022, a flat 7% tax on net long-term capital gains went into effect. Many advisors believed the tax to be unconstitutional and that it would be repealed if/when challenged. However, the WA Supreme Court upheld the tax in March of 2023 in Quinn v. Washington. Additionally, the public […]
Ted Fogliani Joins Whittier Trust San Diego Office as Vice President of Business Development
Whittier Trust Grows San Diego Team and Fortifies Its Commitment to the Entrepreneurial Spirit with the Addition of Ted Fogliani. Whittier Trust is pleased to announce the addition of Ted Fogliani as Vice President of Business Development in the firm’s San Diego office. A veteran entrepreneur and former CEO with over 25 years of experience building successful companies in […]