Whittier Trust January 2025 Newsletter

We would like to extend our heartfelt condolences to all clients and their families affected by the devastating wildfires in Los Angeles. Our thoughts are with anyone experiencing loss, challenges, or difficulties in the aftermath, and we are here to provide support and guidance as the situation continues to evolve.

Finding the Right Family Office

Our family office is about more than just financial management—it's a dedicated team of professionals focused on helping high-net-worth families navigate their complex financial lives. From investment oversight to real estate services and philanthropy, a multi-family office provides bespoke solutions tailored to each family’s unique needs.

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We are proud to celebrate two significant milestones in 2025: 60 years of serving the Pacific Northwest and 25 years of supporting families from our Seattle office. These anniversaries reflect our enduring commitment to excellence, and we look forward to continuing our work in helping clients build and preserve their generational legacies for years to come.

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The Hard Work of Inheritance: Preparing for the Personal Process of Estate Settlement

Recently featured in duPont Registry, this article by Whittier Trust’s Haley Dahl highlights the vital importance of planning for life’s inevitable transitions. From navigating complex legal matters to managing sensitive family dynamics, a multi-family office offers invaluable support before, during, and after major life events. Discover how Whittier Trust can provide guidance and expertise during these critical moments by visiting our website.

Our Trust Services

Who Should Be the Trustee of My Real Estate Portfolio?

Real estate is a cornerstone of generational wealth, but managing it isn’t as simple as it seems.? At Whittier Trust, we specialize in helping families navigate the complexities of real estate portfolios, ensuring assets are preserved, enhanced, and ready for generations to come.

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