TYPE
Insights
Market Insights
News
Webinars
White Papers
TOPIC
Family Office
Investments
Philanthropy
Real Estate
Trust Services
![](https://www.whittiertrust.com/wp-content/uploads/2024/04/hunters-race-MYbhN8KaaEc-unsplash-3.jpg)
Apr 12th
Insights Family Office, Investments, Philanthropy, and Trust Services
Want a Tax-Efficient Portfolio? Focus on These 3 Areas
READ MORE![](https://www.whittiertrust.com/wp-content/uploads/2024/03/krakenimages-Y5bvRlcCx8k-unsplash-1.jpg)
Mar 20th
Insights, News, and White Papers Investments
Six Reasons Why Most UHNWIs Choose a Multi-Family Office
READ MORE![](https://www.whittiertrust.com/wp-content/uploads/2024/03/glenn-carstens-peters-RLw-UC03Gwc-unsplash-1.jpg)
Mar 7th
Insights Family Office, Investments, Philanthropy, and Trust Services
5 Estate Planning Priorities for 2024: An Essential Checklist
READ MORE![](https://www.whittiertrust.com/wp-content/uploads/2024/02/scott-graham-OQMZwNd3ThU-unsplash-1.jpg)
Feb 21st
Insights Family Office, Investments, Philanthropy, and Trust Services
Post-Sunset Taxation of Entities: Decoding the Changes
READ MORE![](https://www.whittiertrust.com/wp-content/uploads/2024/02/igor-omilaev-eGGFZ5X2LnA-unsplash.jpg)
Feb 7th
Insights Family Office, Investments, Philanthropy, and Trust Services
Are AI and Wealth Management Compatible?
READ MORE![](https://www.whittiertrust.com/wp-content/uploads/2024/01/dimitri-karastelev-vxnFasPu2Z8-unsplash-1-1.jpg)