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Stay informed with the latest from Whittier Trust. Our News and Insights hub is your resource for expert perspectives, market insights, industry trends and company updates.
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...
Whittier Trust Welcomes Kimberly Shepherd to Board of Directors
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to welcome Kimberly Shepherd to its Board of Directors. Shepherd joins Whittier...
Family Philanthropy Benefits Givers in Surprising Ways
Clients’ stories prove it can be more rewarding to give than to receive By Jesse Ostroff, Vice President, Client Advisor, Philanthropic Services Each year, National...
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...
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