A Pathway to Global Mobility Through Strategic Investment

New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While many countries around the world offer some sort of investment-based residency, […]

The Leadership Imperative

Identifying and onboarding your next-generation executive. A role in the family business isn’t necessarily a birthright. It is, however, a responsibility, and one that requires careful consideration on both sides. It’s possible your children don’t have the same talents and ambitions as you, but they may bring other interests and skills to the table. More […]

Expanding Possibilities: Investment Residency in New Zealand

Executive Vice President Whit Batchelor joined a panel of industry experts to share insights on New Zealand residency options. Whittier Trust recently hosted a webinar examining the growing interest among American families in New Zealand residency — a trend that has surged more than 100%. The discussion explored how New Zealand’s political stability, wealth planning […]