Whittier Trust Company

Managing substantial family wealth requires thoughtful planning and the right structure. At Whittier Trust, we help affluent families determine whether a family office—single or multi-family—is the right solution for their needs. From investment oversight to philanthropy and governance, we provide the expertise and framework to support long-term success. In his latest article, Executive Vice President Thomas Frank explores the many roles a family office can play in preserving and growing wealth across generations. Read more about key considerations for finding the right fit: https://lnkd.in/gVyEyYmy #FamilyOffice #WealthManagement #LegacyPlanning #WhittierTrust #TrustWhittier

Whittier Trust is thrilled to welcome Edward Troy, CFA, as Senior Vice President and Client Advisor in our Pasadena office! With over 13 years of experience guiding high-net-worth families and institutional investors, Edward brings deep expertise in investment management, tax strategy, and wealth planning. His personalized, relationship-driven approach aligns perfectly with Whittier Trust’s commitment to helping clients preserve and grow wealth for generations. Please join us in welcoming Edward to the Whittier Trust family! ?? #WhittierTrust #TrustWhittier #WealthManagement #InvestmentStrategy #FinancialPlanning #PrivateWealth #LegacyBuilding #EstatePlanning #UHNW #FamilyOffice

At Whittier Trust Company, our people are at the heart of everything we do. In celebration of Employee Appreciation Day, our senior leadership team had the pleasure of serving ice cream sundaes as a small token of gratitude for the dedication and excellence our employees bring every day. Building a culture of appreciation isn’t just about recognition—it’s about fostering an environment where talent, collaboration, and commitment thrive. We are proud to celebrate the team that makes Whittier Trust exceptional! #WhittierTrust #TrustWhittier #EmployeeAppreciation #CompanyCulture

At Whittier Trust, personalized service and proactive guidance set the standard. With a significantly lower advisor-to-client ratio than industry norms, advisors have the time to develop meaningful relationships, anticipate needs, and provide tailored solutions—from estate planning to complex tax strategies. As Senior Client Advisor Sharon Perlin shares, this level of engagement leads to real impact—whether identifying multimillion-dollar tax savings or facilitating client connections through exclusive events. Responsiveness isn’t just a promise; it’s a core part of the client experience. Discover what makes Whittier Trust different. https://lnkd.in/gsCNjf-W #WhittierTrust #TrustWhittier #WealthManagement #EstatePlanning #TaxStrategy #FamilyOffice #PrivateWealth #UHNW #FinancialAdvisors #LegacyPlanning #ClientExperience #InvestmentManagement

With fewer public companies and more value creation happening in private markets, private equity and private credit have become essential components of a well-structured investment strategy. At Whittier Trust, private investments are integrated into diversified portfolios to enhance returns, risk management, and long-term stability. By leveraging deep industry expertise and a focus on quality, investment strategies seek to maximize opportunities while managing complexity. Explore how private markets fit into a broader wealth management approach: https://lnkd.in/gCmF4CM2 #WhittierTrust #TrustWhittier #PrivateMarkets #PrivateEquity #PrivateInvesting #AlternativeInvestments #WealthManagement #FinancialPlanning #LongTermInvesting #SmartInvesting #PortfolioDiversification #InvestmentOpportunities #LegacyPlanning #MarketInsights #HighNetWorth #RiskManagement #WealthPreservation #StrategicWealth #InvestmentGrowth #PrivateCredit?

Market uncertainty is inevitable, but with the right strategy, risk can be managed—not feared. At Whittier Trust, we take a calculated approach to risk management, focusing on quality investments, proactive portfolio adjustments, and long-term, tax-efficient growth. Decades of experience have helped our clients navigate volatility while protecting and growing their wealth. Learn more about Whittier Trust’s approach: https://lnkd.in/gswmyF2n #WhittierTrust #TrustWhittier #RiskManagement #WealthManagement #InvestmentStrategy #LongTermInvesting #FinancialPlanning #MarketTrends #PortfolioManagement #EconomicInsights #FinancialSecurity #SmartInvesting #InvestmentPlanning #LegacyPlanning

Too often, elder care planning is overlooked until it becomes a crisis. At Whittier Trust, we help clients and their families navigate the complexities of aging—helping to ensure financial security, quality care, and a seamless transition. For CPAs, attorneys, and financial advisors, guiding clients through this process is just as important as managing their wealth. Thoughtful planning today can prevent stress and uncertainty tomorrow. Let’s work together to provide the support they need. Learn more here: https://lnkd.in/g7VRSHCm #WhittierTrust #TrustWhittier #ElderCarePlanning #LegacyProtection #WealthManagement #FamilyOfficeServices #FinancialSecurity #AgingWithDignity #SeniorCareSolutions #EstatePlanning #WealthPreservation #StrategicPlanning #ConciergeCare #PrivateWealthManagement

Stay in the know with the latest wealth management news and insights from Whittier Trust in our February recap newsletter. #WhittierTrust #WealthManagement

Real estate owners are prime candidates for estate planning. By reducing the value of their holdings or owning less, they can significantly cut taxes when they pass. With the right support, found at Whittier Trust, your clients can set future generations up for success. Click here to learn more about Whittier Trust’s real estate services and estate planning: https://lnkd.in/g2ZtQrST #WhittierTrust #TrustWhittier #WealthManagement #MarketInsights #WhittierTrustCompany #FamilyOffice #WealthManagementAdvisors #RealEstate #InvestingInRealEstate #RealEstateBusiness #RealEstateInvesting #RealEstateMarket #FamilyOfficeRealEstate #TrustsRealEstate #AssetManagement #WealthManagementAdvisor

Real estate is a cornerstone of multi-generational wealth, but true asset preservation requires more than just ownership—it demands strategic oversight and expert management. At Whittier Trust, we recognize that succession planning for real estate is just as vital as it is for operating businesses. For families and their advisors, selecting an experienced trustee is key to ensuring seamless transitions, mitigating risks, and sustaining the long-term value of real estate portfolios. With a disciplined approach and customized strategies, we help safeguard legacies for generations to come. Discover how we can support your clients with tailored real estate succession planning: https://lnkd.in/gkewizKZ #WhittierTrust #TrustWhittier #RealEstateManagement #TrusteeServices #WealthManagement #SuccessionPlanning #EstatePlanning #WealthPreservation #FinancialPlanning #TrusteeServices #RealEstateInvestment #FamilyOffice #WealthManagementServices #MultiGenerationalWealth #FinancialLegacy #PrivateWealth #StrategicPlanning #PasadenaInvestments