Whittier Trust Company

Boomers, Gen X, Millennials, and Gen Z—every generation needs to plan together for the inevitable. At Whittier Trust Company, we understand that preparing for estate settlement means more than managing legal documents; it’s about navigating the emotional and logistical complexities that arise during life’s most challenging moments. In her latest article, Vice President Haley Kirk Dahl, explores the six essential steps to thoughtful estate settlement—from consulting with legal and financial experts to preserving family inheritance. With a compassionate approach, we help families cope with the tangibles and intangibles before, during, and after significant life events. Learn more about how we guide families through every stage of this process: https://lnkd.in/gGfpxCP4 #EstatePlanning #WealthManagement #LegacyPlanning #FamilyHarmony #TrusteeServices #WhittierTrust #TrustWhittier

Managing substantial family wealth requires expertise and a tailored approach. At Whittier Trust Company, we specialize in helping affluent families determine whether to establish a family office or transition an existing one. From investment management to estate planning and governance, we provide the resources and institutional framework to navigate these critical decisions for our clients. In our latest article, Senior Vice President Whit Batchelor, CFP? explores the unique challenges and opportunities of family office structures. Learn how we guide families through these pivotal moments: https://lnkd.in/gSeKfG6X #FamilyOffice #WealthManagement #LegacyPlanning #WhittierTrust #TrustWhittier

Be part of the Whittier Trust Company team in Pasadena! We’re hiring a Marketing Associate to collaborate with our dynamic group and help shape impactful campaigns that support our work in wealth management. At Whittier Trust, we specialize in providing personalized financial and family office services, and this role plays a key part in communicating our mission and values. If you’re creative, strategic, and ready to make an impact, we’d love for you to apply or share this opportunity! Apply now: https://lnkd.in/gtTrE9qm #Hiring #MarketingJobs #PasadenaJobs #CareerOpportunity #MarketingCareers #WealthManagement #WhittierTrust #TrustWhittier

Our Whittier Trust Company team recently spent the day with the Pet Network Humane Society in Incline Village, lending a hand to improve the play yards and create enrichment activities for their dogs. It was a rewarding experience to see how even small efforts can make a big difference for these pups as they wait for their forever homes. At Whittier Trust, we foster a culture of care and collaboration, encouraging our team to contribute meaningfully to the causes they are passionate about. We believe in supporting efforts that strengthen our communities and reflect our values. Thank you to Nikki White, Kelsey Dory Shanks, Jacob Rodriguez, Cassidy Romine, Robert LeBeau, Ashley Smith, Karly Hand #WhittierTrust #TrustWhittier #DayOfService #GivingBack #CommunityImpact

At Whittier Trust Company, we’re proud to be part of a family office that combines comprehensive real estate services with traditional wealth management. Whether we’re helping you oversee a family portfolio or guiding you through strategic investment opportunities, our experienced team is here every step of the way. With a legacy of trust, excellence, and personalized service, we’re dedicated to providing insights and strategies that maximize returns and manage risks across all real estate holdings. Partnering with Whittier Trust means navigating the complexities of real estate investment with confidence, knowing your assets are in capable hands. Let’s build a brighter future together. Learn more here: https://lnkd.in/g2ZtQrST #whittiertrust #trustwhittier #wealthmanagement #familyoffice #realestate #investmentstrategies #financialservices

Is the U.S. debt burden as alarming as it seems? While debt levels have surged, steady economic growth, robust global demand for U.S. bonds, and resilient inflation control suggest the risks may be more manageable than expected. Our latest Q4 Market Insights dive into key details and analysis. Click the link to read more: https://lnkd.in/gBphzv7t? #WhittierTrust #TrustWhittier #MarketInsights #WealthManagement

Today, we pause to honor and thank all veterans for their courage, dedication, and service to our country. At Whittier Trust Company, we are especially grateful to our clients, colleagues, and their families who have served. Your sacrifices safeguard our freedoms, and we are deeply appreciative of your commitment. To our veterans and their loved ones, we extend our sincere gratitude on this Veterans Day.

At Whittier Trust, we understand the importance of balancing a trustee’s discretion with the long-term goals of a trust. Discretionary distributions are essential to preserving wealth across generations while meeting beneficiaries’ unique needs. We work closely with families to ensure successor trustees have the right guidance to make informed decisions—whether covering health and education expenses, evaluating business proposals, or safeguarding against impulsive purchases. In our latest article, Thomas Frank outlines key considerations for trustees managing discretionary distributions. Read more here: https://lnkd.in/gzyuq5bx #TrustManagement #WealthPreservation #EstatePlanning #TrusteeServices #FamilyLegacy #WhittierTrust #TrustWhittier

Navigating real estate asset transfers across generations can be complex, with unique challenges and varying interests at play. At Whittier Trust Company, we recognize that a smooth transition relies on early planning and thoughtful preparation. Our dedicated team provides tailored support every step of the way—from initial planning to execution and post-transfer management—ensuring a seamless experience that prioritizes financial security and peace of mind. Learn more about our approach to multigenerational real estate planning: https://lnkd.in/gggQP8x9 #RealEstatePlanning #WealthTransfer #FamilyOffice #WhittierTrust #TrustWhittier

We’re proud to share that our own Sandip Bhagat, Chief Investment Officer at Whittier Trust Company, will be the guest economist at UNLV’s 2024 Economic Outlook Conference! Sandip will join the Economic Forecast Panel to provide insights on the year ahead. For those interested in joining, the conference is on Wednesday, November 13, from 7:30 to 10:30 AM at the Fontainebleau Las Vegas—be sure to register!