Whittier Trust July Newsletter
Whittier Trust Company
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
STEP Awards
We are excited to announce that the Whittier Trust Company has been selected as a finalist for Multi-Family Office Team of the Year for the second consecutive year at the STEP Private Client Awards. It is an honor to work with each of you every day and be considered for this prestigious award. To see the other finalists, you can read more below.
Nasdaq TradeTalks
Our Chief Investment Officer, Sandip Bhagat, recently discussed the potential for fiscal policy, in specific tax and spending decisions, to take precedence over monetary policy through 2025 during a Nasdaq TradeTalks panel conversation. To watch the full panel and gain valuable insights from each guest, click the link below.
Check Out Some of Our Recent Articles
领英推荐
Don't Forget Fido: How to Help Clients Include Pet Care in Estate Plans
At Whittier Trust, our financial advisors carefully consider every factor of your estate plan, including your furry friends. We ensure your pets’ long-term care needs are accounted for, such as identifying a caregiver and setting aside funds for their future well-being. This proactive approach not only safeguards pets but also provides peace of mind for clients.
Putting Your Trust in Nevada
Discover the tax advantages of Nevada Trusts, even if you don’t live in the state. At Whittier Trust Company of Nevada, we help clients benefit from Nevada’s tax-friendly laws for wealth preservation. Enjoy the perks and protect your assets for future generations.
New CIO, Greg Geary
We are pleased to announce that Greg Geary has joined the team as Vice President, Chief Information Officer in the Pasadena office.
With over 25 years in information technology in the financial sector, we’re excited to leverage his expertise to amplify our technology capabilities and deliver unparalleled client service.