Providing the confidence and peace of mind you seek.
When the time comes that you need additional support and continuity to protect and transition your family’s wealth, you can choose an individual to act as a fiduciary, or you can choose a professional fiduciary to ensure continuity for successive generations.
While choosing a trustee or executor is often framed by emotion, it is important to consider factors like resources, impartiality, expertise, availability and continuity. In many cases, an individual fiduciary may possess some but not all of these strengths. To complement these qualities, families frequently turn to a corporate fiduciary to work alongside a trusted advisor, family member, or friend.
Whether acting as trustee, executor or as agent for family members in a fiduciary role, we bring decades of experience and knowledge to the table. Since families and the entities they create are our sole focus, we are by necessity and experience, flexible and creative. Our organizational structure promotes long-term relationship building, nimble decision making and seamless communication to you and those important to you.
“I feel totally confident that they will act as I would want them to act, if I’m not around.”
Ambassador Glen Holden, Whittier Trust client
Selecting a trustee is a tremendous responsibility. Whether you are considering an individual trustee or a professional trustee, the role requires acting with independence and impartiality when administering document terms and fulfilling grantor wishes. In addition, a trustee is responsible for reporting to and maintaining regular communication with beneficiaries and interested parties.
Unlike many trustees, Whittier Trust has in-depth experience managing and coordinating unique trust assets such as real estate, oil & gas, private equity and closely-held businesses. Our expertise in complex entity administration, including family partnerships and LLC’s, helps to set us apart.
Whittier Trust was founded on the principle of service. We bring all the benefits of a professional trustee with the care and attention offered by a personal trustee. Our roots as a family office enable us to deliver personalized solutions designed to meet your needs.
All the benefits of a professional trustee with the care and attention offered by a personal trustee.
ESTATE SETTLEMENT SERVICES
Service driven experience and expertise.
Serving as an executor for the affluent generally requires the service of a professional because acting as an executor is a daunting and time-consuming task. Whittier Trust has the experience and expertise necessary to serve as executor for even the most complex estates.
Whittier Trust coordinates legal counsel and tax advisors, hires and supervises auction houses, provides record keeping and trust accounting and settles all estate bills. Our proficiency and success in handling these sensitive and intricate matters enables estates to be settled with fewer burdens on the beneficiaries while paying close attention to decedent wishes.
We have the experience and expertise necessary to serve as executor for even the most complex estates.
A higher level of care and expertise.
Many of our clients do not have an immediate need for a trustee or executor. In these cases, Whittier Trust acts solely as agent on behalf of our clients. As important as any fiduciary relationship, an agency relationship is built on trust, good faith and the duty of loyalty.
In our role as agent we act under the control or direction of our clients in various capacities. Whether we are managing a portfolio of stocks and bonds or overseeing real estate, you can expect the highest level of care and expertise.