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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.
It Shouldn’t Cost Millions to Run Your Family Office
The staggering expense of a single-family office may run counter to the goal of wealth preservation By Whit Batchelor, Executive Vice President and Client Advisor,...
Real Estate as a Diversification Asset
The importance of moving from concentration to portfolioBy Andrew J. Paulson, Vice President, Real Estate, Whittier Trust For many real estate investors, wealth is often...
Managing Concentrated Wealth: When Success Becomes Risk
Rethinking wealth before and after a major liquidity eventBy Craig T. Ayers, Senior Vice President and Senior Portfolio Manager, Whittier Trust Later this year, the...
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...
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