When you’re not sure of your next move, who do you turn to for advice?
These are unprecedented times, filled with change and challenge. For many, it’s given us pause to reexamine priorities and goals. Whether taking a closer look at your investment portfolio, initiating a succession planning strategy or even more immediately, ensuring the long-term stability, security and well-being of those closest to you — we are here to design a custom solution to meet your unique need.
For additional information about Whittier Trust and our services,
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WHITTIER TRUST DISCLOSURE:
$10 MILLION MARKETABLE SECURITIES AND/OR LIQUID ASSETS REQUIRED. Investment and Wealth Management Services are provided by Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. This document is provided for informational purposes only and is not intended, and should not be construed, as investment, tax or legal advice. Past performance is no guarantee of future results and no investment or financial planning strategy can guarantee profit or protection against losses.