Client Administration Services
Through our client administration services, we can administer both revocable and irrevocable trusts or provide our core competencies to the trustee or fiduciary. If not serving as trustees ourselves, our professionals can provide advice and guidance to existing trustees about trust administration, management of assets, and account record keeping while offering 24/7 online portfolio access.
Many of our clients are also concerned with how best to preserve and transfer marketable securities and unique assets, such as concentrations of stock, private equities, closely held stock, real estate, and oil and gas, to the next generation. Working with a family's other trusted advisors, Whittier professionals can help coordinate, implement, and administer a variety of estate planning techniques to transfer a family's wealth in the most tax efficient manner.
Finally, our team can assist with educating family members based on specific needs such as learning how to manage the family's wealth, investment management, family governance, philanthropy and important tools such as budgeting.