- 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…
News
- 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 Adds Two Execs To Bay Area Office
WealthBriefing is the leading subscription based business intelligence service for the wealth management community. Here is a snapshot of what…
- Client News
Whittier Trust Company Makes This Week's SF Chronicle Movers & Shakers Column
This Sunday’s Movers & Shakers column in The San Francisco Chronicle included a recent Whittier Trust Company executive announcement. Here’s what…
- 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…