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Planning for a Major Philanthropic Gift
Three steps to making a transformational donationBy Whittier Trust A major gift to a university, hospital, museum, or other well-known institution can be a transformative...
Next Generation Philanthropy: How to Approach International Giving Strategically
Philanthropy is becoming an increasingly important way to engage the next generation. As families look to prepare rising generations for greater responsibility, many are expanding...
Estate Planning for Trusts with Real Estate Assets
Future generations can gain the full benefit of your business legacy with a seamless transition to a successor trustee. Investors with significant real estate portfolios often have...
Keys for Maximizing After-Tax Returns: 4 Strategic Elements for Income Generation
In a world full of financial uncertainties, tax-sensitivity is one aspect of investing that you can control. At Whittier Trust, we have been laser-focused on after-tax returns—the...
What It’s Like to Work at Whittier Trust
In this video, you’ll hear directly from our advisors, leaders, and team members across our offices, sharing what has shaped their experience and why they’ve...
Get Ready for Trump Accounts
By Vikram Ganu, Senior Vice President, Director of Tax, Whittier Trust The One Big Beautiful Bill (“OBBB”), enacted on July 4, 2025, introduced a new...
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