Over a glass of wine, timing was everything.
It only took a few minutes into our tasting, until Brian our advisor, noticed the date stamp on the cork and asked if we have really had the vineyard that long. It was true, and it had grown substantially in the 20 years since we started. He followed up that question with an even more important one... Was our estate updated? It wasn’t, meaning if anything were to happen, it would leave our two sons with nothing. And as I was about to go in for emergency surgery the very next week, Brian immediately got on the phone with an attorney local to our area. Within a few days, our entire trust was re-drafted and solidified just in time. The surgery went well, but our peace of mind knowing that our boys would be taken care of was everything. Brian understood our story to make that happen. He understood the meaning of the little things.
— James, Newport Beach
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The best investments to make or have right now The question on everyone’s minds is “what kind of stocks do you want to own when inflation is high?” To ask it a different way: what is the best place to invest money right now? “The short answer is that you want to own stocks with […]
Buying U.S. stocks could be a superior way to gain international exposure Smart investors balance their portfolios between domestic and international financial investments. However, what might not be obvious when selecting stocks is that often investments in domestic companies come with significant international exposure. “Most investors I speak with unwittingly have way too much international […]
The term alternative investment may sound odd at first, but it is simply any investment outside traditional asset classes which include stocks, bonds and cash. Alternative investments may include a venture capital firm investing in a biotech startup or owning interest in a professional sports team. The practice is much more common than you may […]
Read more stories from our clients and advisors.
Whittier Trust knows that it's the little things done right, that make the biggest difference. That's why our advisors take a holistic approach to wealth management and help our clients create a secure and lasting legacy.
I needed someone to look after my interests. I found someone to help build my legacy.
My jewelry was never an investment. It was always just for me. I didn’t even feel comfortable showing it to my kids. But ever since my trusted advisor referred me to Kim, I’d felt like I could talk to her about anything. We would sit and talk about which of my kids might like which piece. We found some gems among the gems, in terms of value. But the biggest thing I took away from our chats was the realization that the actual treasure I was passing on to my kids was the memories attached to the jewelry. A big picture like that only emerges when you focus on the little things.
— Jordyn, Los Angeles
I was looking for an advisor. I found a wingman.
There’s nowhere I’d rather be than behind the stick of my vintage P-51D Mustang. It wasn’t cheap, but it was worth it. Only Steve understood that. Although when I first met him I have to admit I was wary, given I had met with advisors before that were quick to introduce themselves with a menu of services to choose from, and I expected the same spiel from Steve. He took notice of my wings pin right away, which was a pleasant surprise, and simply asked me what I wanted. I told him about my long-term goals, my plans for my family, and of course my passion for flying. When all was said and done, Steve showed me fully customized options for my portfolio. Options I didn’t know were possible, that even took my love of flying into consideration. No generic sales pitch. Just solutions. With Steve, I discovered a new type of freedom. One that only reveals itself when you stop to appreciate the little things.
— Alex, Santa Monica
When I asked him to reschedule, he asked how he could help.
I’ve never been the best at remembering dates. My wife jokes that I would forget my own birthday if she didn’t write it down for me. In fact, it wasn’t until I saw her reminder next to my morning co ee that I realized I had forgotten to pay our insurance. After calling our provider, I learned that our coverage had been cancelled and could not be reinstated. When I asked my wealth advisor, Jim, if we could reschedule our meeting given the circumstances, he responded with: “We’ll handle it”. Within a few days he had secured us new policies for our vehicles, home and investment properties. I found out later that he had even put down his company card to expedite the process. Jim isn’t in the insurance business. He just wanted to ensure we had overage. For us that was monumental, but for Jim, he was just taking care of the little things.
— Adrian, West Hollywood