Whittier Trust October 2024 Newsletter
Whittier Trust Company
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
Transparency in Family Financial Matters
Open communication is key to maintaining harmony in family-run companies. Scheduling regular meetings or retreats can prevent misunderstandings and ensure transparency on important topics like succession planning and legacy building. Learn more about the five Rs of family retreats and how Whittier Trust can help by clicking the link below to read the full article.
The Hard Work of Inheritance
Navigating the complexities of inheritance can be overwhelming, especially during emotional times. A family office like Whittier Trust can provide essential support, handling the legal, financial, and emotional aspects with care and expertise—ensuring your family’s legacy is preserved and respected. For more information on estate settlement, see below.
DAFs vs Private Foundations
Choosing between a donor-advised fund (DAF) and a private foundation for charitable giving depends on your goals and priorities. Whether you want control, flexibility, or simplicity, our Philanthropic Services Team can help you make the best choice for your journey.
Robert Levy Promoted to Senior Vice President, Director of Investments?
After more than two decades of dedicated service at Whittier Trust, we are proud to announce that Robert Levy has been named the Director of Investments for Whittier Trust Company of Nevada. In his new role, Robert will lead the development of our investment philosophy, craft tailored strategies for our clients, and oversee the firm’s flagship large-cap equity strategy.
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3 周"Open communication is key" to maintaining harmony in family-run companies AND just life in general. With employees, with family, with friends, with bosses, teachers, with yourself! ... Gotta know all the details before you can make an informed decision.