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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.
Are You Looking to Sell Your Business?
Smart Exits: Strategic Blueprint for Selling Your Family Business How to Exit a Family Business With Purpose, Profit, and Peace of Mind Selling a business...
Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been...
Whittier Trust Promotes Ashley Fontanetta to Director of Philanthropic Services and the Retirement of Pegine Grayson
Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust. Ashley has served as a Senior Vice President and Client Advisor, advising...
“Can I Pitch You Something?”
How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch...
3 Things to Consider When Buying International Assets
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but...
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a...
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