A Philanthropic Write-Off for the 70-Plus Set
How qualified charitable distributions work and how they can help offset tax burdens By Gregg Millward, Whittier Trust Client Advisor Anyone nearing the age of 70 should be aware that you will soon have some age-specific tax rules to consider in managing your money. The good news is that many of them are quite beneficial. […]
Planning for a Major Philanthropic Gift
Three steps to making a transformational donationBy Whittier Trust A major gift to a university, hospital, museum, or other well-known institution can be a transformative undertaking for both you and the intended recipient. Perhaps you’re considering a substantial sum for an organization you already support, or maybe you have no prior relationship at all. Either […]
Next Generation Philanthropy: How to Approach International Giving Strategically
Philanthropy is becoming an increasingly important way to engage the next generation. As families look to prepare rising generations for greater responsibility, many are expanding the conversation beyond local giving to include global impact. With that comes new considerations, from evaluating international nonprofits to navigating cross-border complexity and aligning giving with long-term intentions. In this […]
What It’s Like to Work at Whittier Trust
In this video, you’ll hear directly from our advisors, leaders, and team members across our offices, sharing what has shaped their experience and why they’ve chosen to grow their careers here. A few things stood out. The culture is collaborative and built on mutual respect. People take their work seriously and support one another. There […]
Whittier Trust Welcomes Christy Mason as Vice President, Client Advisor
Whittier Trust welcomes Christy Mason as Vice President, Client Advisor in the firm’s Newport Beach office. Christy brings more than 12 years of experience across investment and alternative products. Prior to joining Whittier Trust, she served as a Vice President at PIMCO, where she focused on regulatory compliance, working extensively with securities laws and supporting […]
New Advances in Alzheimer’s Treatment: A Webinar for Families and Advisors
Whittier Trust partnered with the Alzheimer’s Association to host a conversation on new advances in Alzheimer’s treatments, featuring Dr. Charles S. Wilcox. In this discussion, Dr. Wilcox explores how emerging therapies are designed to work, who may be a candidate for treatment, and what families should understand about potential benefits, risks, and access. For many […]
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, […]
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. By Whit Batchelor, Executive Vice President and Client Advisor, Whittier Trust 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 […]
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 […]