Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm’s Investment Committee. Carter Thicke, […]
3 Things to Consider When Buying International Assets
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but estate and trust lawyers probably had an added reaction of wondering whether or not he had his estate set up properly. Osbourne most likely owned property in his native UK […]
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, […]
Hidden Fees and Hidden Agendas
Who’s benefiting the most from your investments? Many investors choose their financial advisor based on a personal or professional connection. If you’re like most people, you’ve likely stayed with that advisor for years because you trust them, appreciate their guidance, and your portfolio may have even performed well. But even trusted relationships benefit from a […]
Re-Visiting Roth Conversions
A shifting landscape for retirement and estate planning. Planning for Roth conversions has long been a staple in year-end tax planning. Roth conversions involve converting a tax-deferred account, such as a 401(k) or an individual retirement account (“IRA”), into a Roth account. By doing so, any tax-deferred amounts, including principal and associated earnings, are converted […]
Whittier Trust Leadership Recognized by the Orange County Business Journal’s OC500 List
Whittier Trust is honored to announce that two of our distinguished leaders, Greg E. Custer and Dr. James “Jim” Doti, have once again been selected for the Orange County Business Journal’s OC500 Directory of Influence. Curated annually, the OC500 highlights the most impactful leaders, innovators, and change-makers shaping Orange County’s business landscape. This recognition underscores […]
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 […]
Whittier Trust Makes History as the First U.S. Company Recognized by the Society of Trust and Estate Practitioners (STEP) as a Platinum Employer Partner
This prestigious designation celebrates Whittier Trust’s global leadership in developing top-tier trust and estate advisors and sets a new benchmark for client-focused professional excellence. Pictured: Greg Custer, Jeff Aschieris, Philip Cook, as well as Ejike Agubor and Rob Thompson with STEP Whittier Trust, the oldest multifamily office headquartered on the West Coast, today announced a historic achievement: the wealth management company has […]
Whittier Trust Recognized as One of the Best Places for Women to Work in Northern Nevada
Whittier Trust’s Reno office honored by Nevada Women’s Fund for creating an empowering workplace culture and advancing opportunities for women through education, purpose-driven work, and family-first values. The Whittier Trust Company of Nevada has been recognized by the Nevada Women’s Fund (NWF) as one of the Best Places for Women to Work in Northern Nevada […]
How Family Governance Protects Generational Wealth
Clear communication and structure are essential for high-net-worth families to protect their assets. Even the best players need a coach—and a playbook. For ultra-high-net-worth families, that playbook, called family governance, is the key to successfully stewarding wealth and family businesses from one generation to the next. Of course, each family is unique, so there are […]