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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.
Whittier Trust Expands West Los Angeles Office to Support Regional Growth
Whittier Trust has doubled the size of its West Los Angeles office, marking a significant expansion four years after establishing the Santa Monica Boulevard location....
Fostering Wealth Stewardship Across Generations
Inherited wealth doesn’t come with inherent understanding. Those attitudes and approaches must be taught.By Whittier Trust There are two families with nearly identical balance sheets....
Whittier Trust Names Chelsea M. Healey Vice President, Associate Counsel
Chelsea Healey brings a decade of legal experience in fiduciary, trust and estate, and corporate matters to the firm’s Legal Affairs team Whittier Trust is...
The Most Important Wealth Transfer Isn’t Assets—It’s Decision-Making
Why teaching the next generation to choose well matters more than what they inheritBy Kimberly Frasca-Delaney, Senior Vice President, Client Advisor, Whittier Trust Most families...
Whittier Trust Welcomes Kimberly Shepherd to Board of Directors
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to welcome Kimberly Shepherd to its Board of Directors. Shepherd joins Whittier...
Family Philanthropy Benefits Givers in Surprising Ways
Clients’ stories prove it can be more rewarding to give than to receive By Jesse Ostroff, Vice President, Client Advisor, Philanthropic Services Each year, National...
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