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Artificial Intelligence Can Make Financial Information Easier to Access, But It Can’t Replace Judgment
Trusted advice and the role of AI in wealth management By Whittier Trust Artificial intelligence has changed how people access financial information. Today, it’s easier...
Don’t Be the Financial Bottleneck in Your Family
The best approach to succession planning for family wealth is sharing knowledge across generation By Whittier Trust For many first-generation wealth creators, it’s easy to...
Market Insights – Third Quarter 2026
Still Narrow Leadership in a Topsy-Turvy Year So far in 2026, the U.S. stock market has shown an uncanny resemblance to last year. In both...
Moving from a Single to Multi-Family Office
How it works, why it’s advantageous, and what to expect in the transition By Kimberly Frasca-Delaney, Senior Vice President and Client Advisor for Whittier Trust...
Whittier Trust Recognized as a Quantum Certified Workplace™ in the Puget Sound
Honor marks the fifth consecutive recognition of the Seattle office’s exceptional workplace and employee culture Whittier Trust’s Seattle office has been recognized as a 2026...
The Key to Good Estate Planning? Talking About It
Don’t let potential discomfort stop your from discussing your wishes By Sharon Perlin, Senior Vice President and Client Advisor for Whittier Trust Company Many people...
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