Whittier Trust was pleased to participate in Family Business Magazine’s ALIGN Conference in Dallas, continuing its longstanding partnership with the publication. Two of the firm’s senior executives shared their expertise on aligning personal estate plans with broader family office objectives, including investment management, tax planning, philanthropy, and family governance. The discussion highlighted the importance of a coordinated approach to managing complex family wealth and preserving legacies across generations. Whittier Trust looks forward to continuing these conversations at the TRANSITIONS Conference in Newport Beach this October.
