Whittier Trust Company

We're thrilled to share that Whittier Trust has been recognized as one of the Best Places to Work by the Orange County Business Journal! This honor reflects our commitment to fostering a supportive workplace where our team's dedication to personalized service and multi-generational wealth management truly shines. Thank you to our exceptional employees for making this achievement possible. Together, we continue to build legacies, one family at a time. #WhittierTrust #TrustWhittier #BestPlacestoWork #WealthManagement

From all of us at Whittier Trust, we wish you a safe and enjoyable 4th of July celebration. Our offices will be closed in observance of the holiday and will reopen on Friday, July 5th. #WhittierTrust

We're hiring! Join Whittier Trust, the oldest privately-owned multi-family office on the West Coast, as a Client Advisory Associate. Be a vital part of our team, supporting Senior Client Advisors in delivering exceptional, personalized service to high-net-worth individuals and their families. Apply here: https://lnkd.in/g2gQVip5

Stay up-to-date with the latest news in wealth management by reading this month's newsletter. #WhittierTrust #WealthManagement

Explore the critical balance of asset allocation with this insightful article by David Ronco, CFA. Delve into how strategic asset planning tailored to long-term goals can optimize your investment outcomes and why the right mix of assets could be your best defense against market volatility and a key to sustained growth. Read the full article here: https://lnkd.in/gjkM-KCF #WhittierTrust #TrustWhittier #investmentmanagement #wealthmanagement

Sharon Perlin recently served as a panelist at the ESTATE PLANNING COUNCIL OF SEATTLE dinner. Sharon, alongside other experts, shared her insights on estate issues and the vital role of corporate trustees in preserving family harmony. In her recent article for the Puget Sound Business Journal, Sharon explores the benefits of using a corporate trustee and the potential pitfalls of having a family member in that role. Read the full article here: https://lnkd.in/gTVQE4Yj #WhittierTrust #TrustWhittier #corporatetrustee #multifamilyoffice

Empower the next generation with financial literacy and generosity. Discover insights from Pegine Grayson, JD, CAP, on how wealth can positively shape your children's future. Learn how fostering individuality, resilience, and philanthropic values can help them thrive. Read the full article here: https://lnkd.in/gqBn45fV #WhittierTrust #TrustWhittier #philanthropicservices #wealthmanagement

In a recent InvestmentNews article, Elizabeth Anderson, CEPA, Vice President of Business Development, highlighted the primary challenges ultra-high-net-worth individuals (UHNWIs) faced and explained how a multi-family office can provide greater value than a single-family office. Anderson detailed how Whittier Trust’s multi-family office approach empowers clients to pursue their passions with the confidence that their wealth management needs are expertly handled. Learn more by reading the full article here: https://lnkd.in/gXsywpvZ #WhittierTrust #TrustWhittier #WhittierTrustInsights #investmentnews #wealthmanagement #multifamilyoffice

Nine Whittier Trust employees from our Reno office completed the 2024 Reno-Tahoe Odyssey Relay. This 12-person relay race took them 178 miles from Reno, around Lake Tahoe, and back to Reno, all within about a 24-hour time period. The team's dedication, unity, and support for each other were truly commendable, especially during times of little sleep and when facing the physical challenges of the race. Congratulations to the team! #WhittierTrust #TrustWhittier

Curious about the role of a Trust Protector in estate planning? This role can be crucial for UHNW clients navigating complex wealth transfer strategies. Learn more from Thomas Frank’s insightful article on the benefits and considerations of appointing a trust protector. Read the full article here: https://lnkd.in/gUgPi4JV #WhittierTrust #TrustWhittier #estateplanning #wealthmanagement