Family Philanthropy Benefits Givers in Surprising Ways — We’ve Seen It Happen
Last year’s National Nonprofit Day was a welcome reminder of the significant impact philanthropic activities can have on communities and the world. But at Whittier Trust we have also witnessed how helping families engage with philanthropy, whether by establishing a nonprofit, a family foundation or forming a philanthropic strategy, can significantly transform family dynamics and relationships, forging and strengthening bonds […]
Sandip Bhagat Explores Market Fundamentals and AI’s Long-Term Impact on Nasdaq TradeTalks
Whittier Trust Chief Investment Officer, Sandip Bhagat, joined Nasdaq experts in a dynamic conversation on market stability, the evolving role of AI in the U.S. economy and how patient, long-term investing can turn short-term market noise into opportunity. While the first half of the year was marked by volatility from trade, tariffs and geopolitical concerns, Sandip emphasized […]
Whittier Trust CIO, Sandip Bhagat, Featured on NASDAQ TradeTalks Panel
Sandip engaged in a healthy debate with top industry professionals and economists about the recent turmoil in the markets as a growth scare threatens to devolve into a recession or stagflation. Risk assets have sold off in the midst of high policy uncertainty and fiscal austerity from government job cuts. In the span of just […]
Whittier Trust Advisor Answers Questions Commonly Asked by Clients
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. In a recent roundtable discussion hosted by the San Diego Business Journal, Whit Batchelor, Executive Vice President and San Diego Regional Manager at Whittier Trust, joined fellow Southern California wealth management professionals to address the most pressing questions facing clients today. […]
Whittier Trust Featured in San Diego Business Journal
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. Whittier Trust, a Pasadena-based wealth management company that serves “ultra-wealthy” clients, is opening a San Diego County office in Carmel Valley. Founded in 1989 by the Whittier Family, which includes Helen Woodward of the animal shelter fame and philanthropist Paul Whittier, […]
Real Estate Succession Planning
Who will manage your real estate portfolio when you’re no longer able to? Families with significant real estate holdings tend to have complex wills and trusts, and transitioning a real estate portfolio after the head of a family passes can be an intricate and stressful process. “At Whittier Trust, our goal is to help families hold on to […]
What Is a Trust Protector and Do I Need One?
Imagine this: You’re at a cocktail party talking about investing and estate planning and someone mentions naming their closest friend as the “trust protector” for their kids’ trust. What are they talking about? Trust protectors have long been used by jurisdictions outside of the United States as a mechanism to provide oversight of corporate trustees […]
Who Should Be the Trustee of My Real Estate Portfolio?
Make sure your family’s property assets are stewarded from one generation to the next. The story of family wealth-creation in the West is not complete without a discussion of the role real estate has played in building multi-generational legacies. This is true throughout the region but specifically so in California. Almost every entrepreneur has a balance sheet that […]
Finding The Right Family Office
For high-net-worth individuals and families, a family office can optimize giving, investing and more. The term “family office” is frequently used, but what exactly does it mean and how are these services delivered? Each high-net-worth family needs a full complement of professionals to manage their needs. What does this look like? There are probably as many configurations of a family […]
Balancing Support and Accountability
How high-net-worth families can protect their legacy while supporting their heirs. Every parent dreams that our children will grow up to be happy, productive, contributing members of society. We envision a path that may include youth sports, music and the arts, faith and culture, and of course, education. Our fervent hope is that our efforts […]