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 over the course of his life in this month’s Estate Planning. Once a beneficiary becomes entitled to distributions, an evolutionary process is set in motion and often follows a well-established pattern consistent with human nature, [...]
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 philanthropy efforts and for joining Whittier Trust Company. Now that her two children are older, Pegine is bringing her fundraising and philanthropic expertise to Whittier Trust, a wealth management firm based in Pasadena that serves [...]
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 has remained relatively calm. Reuters Money reached out to financial experts to determine why these advisers are urging their clients to “stay the course.” An overwhelming majority expressed faith that lawmakers would reach a deal by [...]
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 emphasis on teaching their heirs about philanthropy in the “Wealth Adviser” report published today. “High-net worth families are increasingly concerned about how wealth will impact their children,” Julie Williams Lytle, executive director of philanthropic services for [...]
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 speak with LA’s most affluent residents about the complications in raising children when there are billions of dollars at stake. In his article “Keep it in the Family?”, Clough determines that family ties can blind [...]
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 Company, says that children of wealty families often feel undermotivated and unempowered. Getting them involved in philanthropy is an excellent way to bring dignity, pride and self-esteem to teens, says Lytle. She also explains that [...]
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 they had to say about Pasadena-based Whittier Trust Company.
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 they had to say: Asset management firm Whittier Trust Co. has hired Louise Whitlock, former managing director of First Republic Bank, as head of Whittier Trust’s San Francisco office. John Philip Coghlan, formerly Visa USA [...]
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 had to say on Whittier Trust Company’s recent hire: Whittier Trust Company, the US-based investment and wealth management firm, has hired Peter Zarifes as senior vice president and member of the executive committee. Zarifes joins [...]
