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Whittier Trust Announces Key Promotions: Jay Karpen, Brittnay Ahn and Ryan Pile
Whittier Trust announces the promotions of Jay Karpen, Brittnay Ahn, and Ryan Pile to Senior Vice President in recognition of their exceptional leadership, expertise, and...
Team vs. Players: Aligning Financial Advisors for the Win
Coordinated wealth management is essential to bring together independent expertise to achieve your family’s goalsBy Whittier Trust As your career, family, and wealth grow throughout...
Whittier Trust Expands West Los Angeles Office to Support Regional Growth
Whittier Trust has doubled the size of its West Los Angeles office, marking a significant expansion four years after establishing the Santa Monica Boulevard location....
Fostering Wealth Stewardship Across Generations
Inherited wealth doesn’t come with inherent understanding. Those attitudes and approaches must be taught.By Whittier Trust There are two families with nearly identical balance sheets....
Whittier Trust Names Chelsea M. Healey Vice President, Associate Counsel
Chelsea Healey brings a decade of legal experience in fiduciary, trust and estate, and corporate matters to the firm’s Legal Affairs team Whittier Trust is...
The Most Important Wealth Transfer Isn’t Assets—It’s Decision-Making
Why teaching the next generation to choose well matters more than what they inheritBy Kimberly Frasca-Delaney, Senior Vice President, Client Advisor, Whittier Trust Most families...
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