Whittier Trust Company

To stay updated on the latest news in wealth management, discover Whittier's recent accomplishments, and explore our newest articles, be sure to read this month's newsletter.

Our Market Insights report is live. Curious about the latest shifts in the U.S. economy and capital markets? Our newest report dives deep into the surprising resilience of economic growth and inflation, the Fed's evolving rate-cut strategies, and the potential new neutral rate implications. Equip your clients with the latest insights to make informed decisions about their wealth. Read the full report here: https://lnkd.in/g3EiGVXd #WhittierTrust #TrustWhittier #marketinsights #investmentnews

We're humbled to be recognized once again by the Orange County Business Journal as one of the best places to work. Our multi-family office's values have helped us attract some of the best and brightest in the industry, making our company even better. A people-first approach benefits our employees and strengthens our ability to serve our clients and community. Together, we will continue to set new standards of excellence in our industry. #WhittierTrust #TrustWhittier #bestplacestowork

We are thrilled to announce that Whittier Trust has been named a finalist for the prestigious "Multi-Family Office Team of the Year" award at the esteemed 2024 STEP Private Client Awards, marking our second consecutive year of recognition! This remarkable achievement is a testament to our team's unwavering commitment to going the extra mile for our clients and continually enhancing their expertise by embracing new challenges. The STEP Private Client Awards are recognized as the hallmark of quality within the private client industry. Each entry undergoes a rigorous judging process supported by an independent panel of internationally renowned practitioners in wealth management. #WhittierTrust #TrustWhittier #STEPevents #STEPawards

Ensuring proper care for pets often gets overlooked in the complexities of estate planning. In a recent Financial Planning article, Pegine Grayson, JD, CAP, sheds light on this crucial topic. Pegine highlights how our multi-family office approach supports your clients' estate planning needs, empowering them to pursue their passions and knowing every family member—including pets—will be cared for. Explore the full article and discover how to guide your clients in integrating pet care into their estate planning: https://lnkd.in/dhaUxd55 #WhittierTrust #TrustWhittier #FinancialPlanning #WealthManagement #WhittierTrustInsights #MultiFamilyOffice

Our Chief Investment Officer, Sandip Bhagat, recently discussed the potential for fiscal policy—specifically tax and spending decisions—to overshadow monetary policy through 2025 during a Nasdaq TradeTalks panel conversation hosted by Jill Malandrino. In the discussion, Sandip highlighted that even a higher neutral rate left the Fed with plenty of easing options, how lack of fiscal sustainability may affect long-term bond yields, and the important role of low inflation in supporting unexpectedly strong earnings growth. Don't miss out on these valuable insights; watch the panel here: https://lnkd.in/gmExedaq #WhittierTrust #TrustWhittier #NASDAQ #TradeTalks #ExpertInsights 

We're thrilled to share that Whittier Trust has been recognized as one of the Best Places to Work by the Orange County Business Journal! This honor reflects our commitment to fostering a supportive workplace where our team's dedication to personalized service and multi-generational wealth management truly shines. Thank you to our exceptional employees for making this achievement possible. Together, we continue to build legacies, one family at a time. #WhittierTrust #TrustWhittier #BestPlacestoWork #WealthManagement

From all of us at Whittier Trust, we wish you a safe and enjoyable 4th of July celebration. Our offices will be closed in observance of the holiday and will reopen on Friday, July 5th. #WhittierTrust

We're hiring! Join Whittier Trust, the oldest privately-owned multi-family office on the West Coast, as a Client Advisory Associate. Be a vital part of our team, supporting Senior Client Advisors in delivering exceptional, personalized service to high-net-worth individuals and their families. Apply here: https://lnkd.in/g2gQVip5

Stay up-to-date with the latest news in wealth management by reading this month's newsletter. #WhittierTrust #WealthManagement