Whittier Trust
Whittier Trust
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Successive Generations and Real Estate | Real Estate | Whittier Trust
Navigating the transfer process can be overwhelming. With different skill sets, desires, and interests at play, it's best to start early. Whittier Trust provides security and support before, during, and after the exchange. Let us help you every step of the way. Learn more by visiting our website: www.whittiertrust.com/
Переглядів: 26

Відео

Whittier Trust’s Real Estate Overview | Real Estate | Whittier Trust
Переглядів 3316 годин тому
Discover unparalleled opportunities with Whittier Trust's diverse real estate service offerings. Our highly qualified team of experts can help you manage your property anywhere across the nation, including core plus, multifamily, industrial, commercial, office, retail, and flex spaces. Invest with confidence in a trusted legacy of excellence. Learn more here: www.whittiertrust.com/service/famil...
Whittier Trust’s Family Office Model | Family Office | Whittier Trust
Переглядів 113День тому
At Whittier Trust, you can experience the personalized touch of a single-family office with the robust resources of a large private bank. Each client benefits from a dedicated team, including a portfolio manager, client advisor, associate, and investment analyst, ensuring tailored strategies and comprehensive support for your unique financial journey. Learn more about our family office services...
Real Estate is a Unique Asset | Real Estate | Whittier Trust
Переглядів 8014 днів тому
Real estate is a cornerstone of family wealth, offering unique performance distinct from stocks, bonds, and other investment vehicles. With more resistance from inflation and an emphasis on local knowledge, real estate is a valuable asset everyone should consider as part of their portfolio. To learn about the real estate investment management opportunities at Whittier Trust, click here: www.whi...
Multi Family Office Offerings | Family Office | Whittier Trust
Переглядів 59614 днів тому
At Whittier Trust, we understand that every family office is unique. If you’ve met one family office, you’ve met one family office. Each generation, family, and stage in the process brings its own unique perspectives and needs. Discover tailored solutions that evolve with your family's journey here: www.whittiertrust.com/service/family-office/
Real Estate is a Significant Part of Your Trust | Real Estate | Whittier Trust
Переглядів 2921 день тому
Real estate is a significant part of your trust. For a seamless transition and to honor your family's legacy, it's essential to coordinate with your successor trustee. Ensure continuity and build on the foundations laid by your predecessors with Whittier Trust. Learn more here: www.whittiertrust.com/service/real-estate/
Welcome to Whittier Trust
Переглядів 24621 день тому
As one of the oldest multifamily offices headquartered on the West Coast, Whittier Trust specializes in investment and wealth management, providing affluent individuals and families a holistic and personalized approach to their financial journey. Learn more about how Whittier Trust can make a meaningful and lasting difference in all aspects of your wealth, your family and your legacy. Learn mor...
The Best of Both Worlds | Family Office | Whittier Trust
Переглядів 9021 день тому
The Whittier Trust multifamily approach is the most meaningful option to make a difference with your wealth, family, and overall legacy. At Whittier, our multi-family office offers the best of both worlds. With best-in-class service, knowledgeable employees, and the ability to preserve multigenerational wealth, we offer a single-family office experience to each client. Learn more about our fami...
Whittier Trust’s Role in Real Estate | Real Estate | Whittier Trust
Переглядів 6 тис.28 днів тому
At Whittier, we have a competitive advantage when it comes to real estate. We can hold real estate assets as a fiduciary, serve as an investment advisor, or serve as a trustee, allowing you to decide what works best for you. To learn more, visit our website: www.whittiertrust.com/service/real-estate/
Whittier Trust's 6-Point Framework | Family Office | Whittier Trust
Переглядів 665Місяць тому
Whittier Trust will be there for you every step of the way with a flexible framework that fits your needs. In this video, we will cover the 3 broad buckets that define accounting services: Performance reporting for investments, tracking cash receipts and disbursements, and financial statement preparation. We hope this gives you a good idea of how Whittier Trust can assist you with your financia...
Experience Matters | Real Estate | Whittier Trust
Переглядів 4,6 тис.Місяць тому
With over 100 years of industry experience, Whittier Trust has an unmatched depth of knowledge of the real estate market and managing clients' portfolios. If you’re looking for a multi-family office you can trust with your family’s legacy, look no further than Whittier Trust. Learn more about our real estate services by visiting our website: www.whittiertrust.com/service/real-estate/
The Benefits of a Multi-Family Office | Fiduciary and Trust Services | Whittier Trust
Переглядів 1,5 тис.Місяць тому
With an emphasis on a team approach and a cost-effective strategy, Whittier Trust is the last hire you'll ever have to make to preserve your wealth. We'll help protect your assets, mitigate risk, and enhance after-tax returns on investments. And if we can't help you with our broad resource availability, we will find someone who can from our extensive contacts. When it comes to estate planning a...
Early Preparation For Successful Real Estate | Real Estate | Whittier Trust
Переглядів 623Місяць тому
Early preparation is imperative to an organized transition of family assets. With a well-thought-out estate plan and corresponding documentation, the real estate will continue to benefit the family for many years. A working relationship with corporate trustees can provide security for a family before, during, and after the role of the wealth creator has changed. Learn more Whittier Trust's real...
Whittier Trust Five Pillars | Who We Are | Whittier Trust
Переглядів 4 тис.Місяць тому
Wealth management and Whittier Trust go hand-in-hand. The 5 pillars of wealth management are as follows: Investment Management, Trust Services, Family Office Services, Philanthropic Services, and Real Estate. Whittier Trust's broad capabilities is what makes us unique, and able to provide the best services possible. To learn more about the services offered at Whittier Trust, visit our website: ...
Market Insights Q2 2024 | Whittier Trust | Market Updates
Переглядів 2284 місяці тому
Whittier Trust Chief Investment Officer, Sandip Bhagat, analyzes the market's valuation discrepancies across equity segments, such as U.S. large-cap stocks versus small-cap, value, and international stocks. He also explores factors like sector composition, growth prospects, and fundamental quality to determine if these differences are justified or present investment opportunities. Watch this sa...
Market Insights Q1 2024 | Market Updates | Whittier Trust
Переглядів 3167 місяців тому
Market Insights Q1 2024 | Market Updates | Whittier Trust
Are We Over Dependent on China? | Featured & Trending | Whittier Trust
Переглядів 111Рік тому
Are We Over Dependent on China? | Featured & Trending | Whittier Trust
Quick Insights | Investments | Whittier Trust
Переглядів 75Рік тому
Quick Insights | Investments | Whittier Trust
Philanthropic Services Part 2 | Philanthropy | Whittier Trust
Переглядів 70Рік тому
Philanthropic Services Part 2 | Philanthropy | Whittier Trust
Philanthropic Services | Philanthropy | Whittier Trust
Переглядів 82Рік тому
Philanthropic Services | Philanthropy | Whittier Trust
Real Estate Part 2 | Real Estate | Whittier Trust
Переглядів 83Рік тому
Real Estate Part 2 | Real Estate | Whittier Trust
Quick Insights | Real Estate | Whittier Trust
Переглядів 309Рік тому
Quick Insights | Real Estate | Whittier Trust
The Roaring 2020s | Market Updates | Whittier Trust
Переглядів 260Рік тому
The Roaring 2020s | Market Updates | Whittier Trust
USC Keck Medicine | Good Health is the Ultimate Wealth | Featured & Trending | Whittier Trust
Переглядів 47Рік тому
USC Keck Medicine | Good Health is the Ultimate Wealth | Featured & Trending | Whittier Trust
Philanthropy Best Practices | Philanthropy | Whittier Trust
Переглядів 1182 роки тому
Philanthropy Best Practices | Philanthropy | Whittier Trust
Who We Are | Philanthropy | Whittier Trust
Переглядів 6792 роки тому
Who We Are | Philanthropy | Whittier Trust
Who We Are | Fiduciary & Trust Services | Whittier Trust
Переглядів 7292 роки тому
Who We Are | Fiduciary & Trust Services | Whittier Trust
Who We Are | Family Office | Whittier Trust
Переглядів 7 тис.2 роки тому
Who We Are | Family Office | Whittier Trust
Who We Are | Investing | Whittier Trust
Переглядів 1,2 тис.2 роки тому
Who We Are | Investing | Whittier Trust
Who We Are | Real Estate | Whittier Trust
Переглядів 7182 роки тому
Who We Are | Real Estate | Whittier Trust

КОМЕНТАРІ

  • @danhogan1047
    @danhogan1047 2 роки тому

    Good information about inter generational real estate problems and possible solutions. Thanks