Whittier Trust August Newsletter
Whittier Trust Company
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
Market Insights Q3 2024
Curious about the latest shifts in the U.S. economy and capital markets? Our newest report dives deep into the surprising resilience of economic growth and inflation, the Fed's evolving rate-cut strategies, and the potential new neutral rate implications. Discover how these factors might shape market dynamics in the months ahead.
Baby Boomers Passing the Torch: Navigating the Challenges and Opportunities of Wealth Transfer
As the Great Wealth Transfer begins, preserving your legacy is more important than ever. Our client advisors offer expert guidance to help ultra-high–net-worth individuals navigate this complex process, protecting your wealth for generations to come.
Whittier Trust CIO: Don't invest in recent recession panic
In a world of economic uncertainty, staying informed is crucial. Our CIO, Sandip A. Bhagat, advised Family Business Magazine that family businesses should remain patient and avoid hasty investment decisions amid recession fears. With promising economic indicators and possible interest rate cuts ahead, a steady, diversified strategy is key.
Check Out Some of Our Recent Articles Below
Ensuring a Smooth and Successful Transition of the Family Business
Planning a successful exit strategy for your family business is crucial to preserving your legacy and securing your financial future. Don't wait until it's too late—discover the five key questions to ensure your wealth is preserved for future generations by clicking the link below.
Guardians of Wealth: Navigating the Cybersecurity Landscape in Family Offices
In an age where digital threats are on the rise, cybersecurity is essential for safeguarding the wealth and privacy of the families we serve. At Whittier Trust, we’re committed to proactive measures and expert strategies to stay ahead of evolving cyber threats, ensuring our clients' assets remain secure.