Wealth is personal,
so is Whittier Trust.
Wealth is personal,
so is Whittier Trust.
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OUR LATEST THINKING
Whittier Trust discusses 5 Questions Wealthy Families Should Ask Advisors About in a Lower Interest Rate Environment.
In September 2024 we saw a Fed interest rate cut of 0.5 percentage points and another rate cut of 0.25 in November. Now, as we start 2025, The Fed is considering additional rate cuts. For ultra-high-net-worth individuals (UHNWIs), shifts in interest rates carry significant implications for wealth management strategies. Lower interest rates-though more elevated than in prior cycles-can influence everything from investment decisions to long-term planning. To navigate this landscape effectively, Whittier Trust advises affluent families to check in with […]
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