Client News The evolutionary path of a beneficiarySenior vice president at Whittier Trust Company Richard Llewellyn offers a unique perspective on the three roles a beneficiary plays… Read Full Story
Client News Whittier Trust's chief investment strategist on how to protect your assets in the current economyWhittier Trust Company’s Stephen Smith, vice president and chief investment strategist, spoke with Maria Bartiromo of CNBC’s “Closing Bell” recently… Read Full Story
Client News San Marino's Pegine Grayson brings fundraising expertise to Whittier Trust CompanyPegine Grayson, a well-known San Marino, Calif., resident, was recently profiled in the San Marino Tribune for both her ongoing… Read Full Story
Client News Whittier Trust chief investment strategist: Why financial advisers are keeping calm about the debt dealWith less than a week remaining for politicians to reach a deal to raise the debt ceiling, the stock market… Read Full Story
Client News The importance of educating children about philanthropyVeronica Dagher of The Wall Street Journal spoke with wealth managers about the trend of affluent families placing a greater… Read Full Story
Client News Keep it in the Family? — Los Angeles Business Journal Releases annual Wealthiest Angelenos special reportThe Los Angeles Business Journal today released its annual Wealthiest Angelenos special report. This year, reporter Richard Clough decided to… Read Full Story
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… Read Full Story
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… Read Full Story
Client News Whittier Trust Company Makes This Week's SF Chronicle Movers & Shakers ColumnThis Sunday’s Movers & Shakers column in The San Francisco Chronicle included a recent Whittier Trust Company executive announcement. Here’s what… Read Full Story
Client News Whittier Trust Hires Former Bessemer Exec As SVPWealthBriefing is the premier news, features and information source for the global wealth management sector. On Monday, here’s what they… Read Full Story