- Client News
The evolutionary path of a beneficiary
Senior vice president at Whittier Trust Company Richard Llewellyn offers a unique perspective on the three roles a beneficiary plays…
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- Client News
Whittier Trust's chief investment strategist on how to protect your assets in the current economy
Whittier Trust Company’s Stephen Smith, vice president and chief investment strategist, spoke with Maria Bartiromo of CNBC’s “Closing Bell” recently…
- Client News
San Marino's Pegine Grayson brings fundraising expertise to Whittier Trust Company
Pegine Grayson, a well-known San Marino, Calif., resident, was recently profiled in the San Marino Tribune for both her ongoing…
- Client News
Whittier Trust chief investment strategist: Why financial advisers are keeping calm about the debt deal
With less than a week remaining for politicians to reach a deal to raise the debt ceiling, the stock market…
- Client News
The importance of educating children about philanthropy
Veronica Dagher of The Wall Street Journal spoke with wealth managers about the trend of affluent families placing a greater…
- Client News
Keep it in the Family? — Los Angeles Business Journal Releases annual Wealthiest Angelenos special report
The Los Angeles Business Journal today released its annual Wealthiest Angelenos special report. This year, reporter Richard Clough decided to…
- Client News
Why should wealthy parents get teens involved in giving?
In a recent interview with Kathleen McBride of AdvisorOne, Julie Williams Lytle, executive director of Philanthropic Services of Whittier Trust…
- Client News
Whittier Trust Hires Former Bessemer Exec As SVP
WealthBriefing is the premier news, features and information source for the global wealth management sector. On Monday, here’s what they…
- Client News
Palisades Expert Helps Establish and Nurture Family Foundations
By Danielle Gillespie The Palisadian Post Click here to read the full article Many philanthropic parents hope that their children…
- Client News
The Lesson That Keeps Giving
By Alandra Johnson The Bulletin Click here to read the full article Julie Lytle, the director of Whittier Trust Co.’s…