News 2018-04-24T15:27:18+00:00

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The Valuation Conundrum

July 17th, 2019|Market Insights|

Global equity markets are up significantly in 2019 as they continue to rebound from last year's sharp selloff. The S&P 500 index reclaimed new highs on its way to a 19% gain in the first half of 2019, the Russell 2000 index of smaller companies rose by 17% and the global MSCI All Country index advanced by 14%.

Multigenerational Wealth

July 12th, 2019|News|

Multigenerational wealth — an aspiration for most high-net-worth individuals — requires sensitivity to a variety of complex financial planning issues.

Checklist for a Smooth Estate Transition

June 7th, 2019|News|

Not long ago, during an estate plan review for a prospective Whittier Trust client, the firm’s representatives discovered an important issue. The potential client’s child from his first marriage was set up to take over his business — in which he’d given his second wife voting control.

Why Choose a Family Office?

May 30th, 2019|News|

As a family starts to amass wealth, its matriarch or patriarch typically controls its assets and makes the decisions. Things are still simple. With time, they get more complex. So the family head will enlist investment, legal, tax and other advisors.

The Nevada Advantage: Seven Key Advantages of a Nevada-Based Trust

May 17th, 2019|News|

Nevada is fast-becoming the state of choice for high-net-worth individuals and families seeking greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. Nevada has grown to become one of the most “trust friendly” states in the country and challenging Delaware in popularity as a trust situs.