Whittier Trust

Congrats Class of 2018! Ready to start your future? Check out our openings in South Pasadena, Seattle, Costa Mesa, San Francisco, and Reno. https://lnkd.in/gAMW4kx #investmentadministrativeassociate #portfoliomanager #clientadvisor #investmentanalyst #businessdevelopment #careers #jobopenings

We were recently honored at Villa Esperanza Services ' Blue & White gala for our many years of supporting Villa through generous philanthropy, leadership expertise, and volunteer service. Villa Esperanza Services is one of the few organizations offering programs that support individuals with disabilities at every stage of life. Villa’s Blue & White event celebrates the accomplishments of Villa’s very special children, adults, and seniors, as well as the people who are touched by their capability to overcome challenges and adversity. #philanthropy #volunteer #VillaSpiritOfOhana #VillaFamily #VillaBlueandWhite #VillaOhana

The caricature of the grey-suited investor advisor who picks mutual funds and calls once a quarter to check in is quickly becoming a Mad Men-like relic. Family Office services not only helps clients build and sustain their wealth, but also manage their day-to-day lives. Forbes #mentoringmoments #retirewell #likeaboss https://www.forbes.com//assessing-the-true-value-of-your/

The object of teaching a child is to enable him to get along without a teacher. -Elbert Hubbard How can we keep our children from approaching spendthrift territory? Read article below:... https://www.whittiertrust.com/helping-our-kids-help-themse/ See more

Congratulations to Whittier Trust's Lauren Peterson for being nominated at the Orange County Business Journal 24th annual Women of the Year awards. Featured in photo: Doug McKay, event sponsor Orange County United Way, past award winner Lisa Wolter of Susan G. Komen Orange County, and award nominee Lauren Peterson of Whittier Trust

Discover how families are benefitting from a Family Office built upon Trust Services that include a professional trustee. Watch video in link: https://www.forbes.com//trust-services-the-foundation-of/

Charles Darwin said it is not the strongest species that survive, nor the most intelligent, but the most responsive to change. But when life is full and vibrant, few are thinking about the days ahead that will need special care and preparation to ensure family is taken care of and businesses thrive. Fortunately, we’ve always taken a long-view; part of the reason why Whittier Trust is the oldest and largest multifamily office headquartered on the West Coast....Continue reading

Our very own Greg Custer was mentioned in the Pasadena Star News for his work at The Pasadena Tournament of Roses - Rose Parade, Presented by Honda.

At this time of year, we reflect upon what we're most grateful for: Family, Friends, and Partners, who enrich our lives every day. Happy Holidays!

While investors may be increasingly wary of rising valuations, geopolitical instability and potential policy missteps, we focus instead on the buoyant fundamental factors of economic and earnings growth. We examine growth dynamics at several levels and conclude that we are likely firing on all cylinders of the growth engine.

In the News: Whittier Trust's Caleb Silsby talks Chevron after their earnings report and provides further insights into the future of crude oil pricing. https://www.cnbc.com//chevron-a-cash-flow-story-whittier-t

As October comes to a close, so does National Cyber-Security Awareness month, and we share four simple steps to protect your kids online. We also share twelve ways to protect your mobile device. http://www.whittiertrust.com/interest-2-4/ #cybersecurity

After Nike's CEO spoke to investors today, our own Teague Sanders was on CNBC discussing the presentation. https://www.cnbc.com//would-like-to-see-a-lot-more-about-n