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Managing Concentrated Wealth: When Success Becomes Risk
Rethinking wealth after a major liquidity event By Craig T. Ayers, Senior Vice President and Senior Portfolio Manager, Whittier Trust Later this year, the market...
A Philanthropic Write-Off for the 70-Plus Set
How qualified charitable distributions work and how they can help offset tax burdens By Gregg Millward, Whittier Trust Client Advisor Anyone nearing the age of...
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...
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