Ganu, Vikram

Vikram is a Senior Vice President and the Director of Tax at Whittier Trust, serving high-net-worth individuals and their related family businesses. His work primarily focuses on income and estate tax advice and planning for both Whittier Trust’s clients and client advisors. He also oversees Whittier Trust’s income tax compliance, tax processing, and individual retirement […]

Beverage, Steve, CFP®, CIMA®

Steve is a Senior Vice President, Client Advisor in Whittier Trust’s San Francisco and Menlo Park offices. He assists clients in creating customized strategies and solutions in the areas of investment management, estate planning, business succession planning, tax-efficient generational wealth transfer and philanthropy. Working closely with their tax and legal advisors, Steve consults multi-generational, high […]

Ayers, Craig T.

Craig is a Senior Portfolio Manager and Senior Vice President in Whittier Trust’s San Francisco office, where he specializes in working with high-net-worth families, including their philanthropic foundations and DAFs, to create individually tailored investment portfolios.  These tailored solutions include fitting investments to estate planning vehicles and often incorporate sustainability and environmental, social, and governance […]

Wikke, Devin

Devin is a Vice President, Client Advisor in Whittier Trust’s San Francisco and Menlo Park offices, where he manages the complex needs of affluent individuals and families. He is responsible for assisting in the administration of trusts, oversight of family foundations, and estate planning. He provides tailored family office services to Whittier Trust clients. Devin […]

Frank Jr., Thomas J.

Tom Frank is an Executive Vice President, in Whittier Trust’s San Francisco office. In addition to overseeing the Northern California region, he is responsible for key corporate areas, including operations, IT, client reporting and Client Advisor training and development. Tom also manages complex client relationships, providing expertise in investments, planning, family dynamics, and fiduciary services. […]