Whittier Trust Company

At Whittier Trust, we offer clients the unique combination of personalized family office service with the extensive resources of a large private institution. Each client works with a dedicated team, including a portfolio manager, client advisor, associate, and investment analyst, ensuring tailored strategies and comprehensive support for each financial journey.  Discover more about our family office services here: https://lnkd.in/gv7Puz3H #FamilyOffice #WealthManagement #ClientSuccess #WhittierTrust #TrustWhittier 

At Whittier Trust Company, real estate is a critical part of our wealth management strategy. We help clients build legacies through strategic real estate investments and estate planning. From managing diverse portfolios to leveraging the Nevada Advantage, we collaborate with financial advisors, portfolio managers, and estate planning attorneys to preserve real estate assets for future generations. In our latest article, Vice President of Real Estate Andrew J. Paulson explains how we guide families in maintaining their real estate portfolios across generations. Learn more about our approach: https://lnkd.in/gAFBScP6 #RealEstateManagement #WealthManagement #EstatePlanning #LegacyPlanning #TrusteeServices #WhittierTrust #TrustWhittier

At Whittier Trust, real estate is a critical component of a comprehensive wealth management strategy. As a unique asset class, real estate offers distinct advantages, such as greater control, stability, and a hedge against inflation. Success in real estate investment requires deep local knowledge, which is just as essential as broader market insights. Learn how our expertise in real estate enhances long-term wealth preservation alongside other key investment strategies. https://lnkd.in/g2ZtQrST #RealEstateManagement #WealthPreservation #InvestmentStrategies #FamilyOffice #WhittierTrust #TrustWhittier

Choosing between a private foundation and a donor-advised fund (DAF) requires thoughtful consideration of each family’s goals. At Whittier Trust, we collaborate with clients to explore essential questions: Who will be involved in giving? What assets will fund contributions? How much control is desired? In our latest article, Ashley Fontanetta, CTFA, CAP® shares how our Philanthropic Services Team examines how the structure of a private foundation or the flexibility of a DAF is the right fit, our provides expert guidance to ensure charitable giving aligns with family values and long-term goals. Learn more here: https://lnkd.in/g6cDJz7c  #Philanthropy #CharitableGiving #WealthManagement #WhittierTrust #TrustWhittier

We are proud to announce the promotion of Robert Levy to Senior Vice President, Director of Investments for Whittier Trust Company of Nevada. With over two decades of experience at Whittier Trust, Robert has been instrumental in shaping our investment strategies and driving growth for both our clients and firm. His leadership, expertise, and commitment to excellence will continue to guide our investment approach and deliver exceptional results for our clients. Congratulations, Robert! #WhittierTrust #TrustWhittier #Leadership #WealthManagement #Promotion #CareerAdvancement 

The latest Market Insights from Whittier Trust explores the growing complexity of the U.S. national debt and its impact on economic stability. With inflation slowing and monetary easing underway, new questions arise about fiscal policy, future growth, and the potential risks ahead. Discover how we assess the market implications of rising debt levels and why we remain confident in the economy’s resilience over the next few years. Read the full article here: https://lnkd.in/gBphzv7t #WhittierTrust #TrustWhittier #MarketTrends

Family offices come in many forms, each tailored to the unique needs of the families they serve. Whether managing a family business, transitioning wealth across generations, or engaging in philanthropic goals, family offices require customized solutions. At Whittier Trust, we understand these complexities and provide services that support wealth creation, governance, and preservation.  Learn more about our approach: https://lnkd.in/gv7Puz3H  #FamilyOffices #WealthManagement #EstatePlanning #Philanthropy #WhittierTrust #TrustWhittier

Smooth wealth transitions require more than just a financial plan—they depend on clear communication and thoughtful family dynamics. In the latest issue of The International Family Offices Journal, Greg Custer and Thomas Frank of Whittier Trust Company share insights from over three decades of working with ultra-high-net-worth families, alongside other respected industry professionals. Greg and Thomas discuss best practices for managing family businesses, personal property, and selecting successor trustees to ensure seamless wealth transfer and family harmony. They also explore the evolving roles of family offices and philanthropy in modern wealth management. #WealthManagement #WealthTransfer #FamilyBusiness #WhittierTrust #TrustWhittier #FamilyOffice #Philanthropy

Atreyu Allen first encountered Whittier Trust during his sophomore year and later took the initiative to intern part-time during his senior year, an opportunity Whittier Trust readily supported. This flexibility and investment in emerging talent set Whittier Trust apart. Atreyu’s experience allowed him to fully integrate into the company culture and develop both hard and soft skills. He values the trust and responsibility given to him and appreciates the supportive and knowledgeable colleagues he works with, all while continuing to grow in his career. Application Deadline for Summer 2025 Internship: November 30th, 2024 Apply here: https://lnkd.in/gb-BSyzb Program Locations: Pasadena, Newport Beach, West LA, San Francisco, Seattle, WA, and Reno, NV offices. #WhittierTrust #TrustWhittier #WealthManagement #Internships2025 #Internship #CareerDevelopment #Undergraduate #UndergraduateOpportunities

Real estate is a significant part of a well-structured trust. To ensure a seamless transition and honor a family's legacy, it's essential to coordinate effectively with the successor trustee. At Whittier Trust, we provide the expertise needed to ensure continuity, building on the foundations laid by previous generations and safeguarding long-term wealth. Learn more about our real estate services: https://lnkd.in/g2ZtQrST #RealEstateManagement #WealthManagement #LegacyPlanning #TrustServices #FamilyOffice #ClientSuccess #WhittierTrust #TrustWhittier