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 […]

Market Insights – First Quarter 2026

A Mid-Cycle Economic Revival The current administration entered this presidential term with an ambitious growth agenda based on reform and stimulus. While most policy initiatives were accommodative, there were also some restrictive measures aimed at improving balance in global trade and productivity from government spending. Unlike Trump 1.0 when stimulative tax cuts preceded the burden […]

The Wealth Equation: Balancing Money and Stress

Don’t let assets be a liability that strains your family. Ultra-high-net-worth (UHNW) families have no shortage of options when it comes to who manages their investments. They can engage with a private bank, hire a financial advisor, enlist a multi-family office, or start their own single-family office with dedicated staff. The challenge is finding a […]