Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Weathering the Storm: Preparing for the Unexpected in Wealth Management

In a world where sudden shifts are inevitable, natural disasters such as the recently devastating Hurricanes Helene and Milton are powerful reminders of life’s unpredictability. Such events highlight the importance of robust financial preparation for ultra-high-net-worth individuals (UHNWIs), especially on the West Coast-an area prone to natural risks. While personal disaster preparedness is key, UHNWIs should also focus on “storm-proofing” their estates and real asset portfolios. Just as it’s necessary to reinforce a home to withstand a hurricane, safeguarding wealth […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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