Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
Strategic Wealth Planning for UHNWIs for the Second Trump Administration
The new year will present challenges and opportunities for ultra-high-net-worth individuals as they re-evaluate their portfolios and long-term financial plans in light of President-elect Donald Trump’s incoming administration. Strong partnerships between UHNW clients and their advisors will be essential during this transition and the ensuing four years. Proactive planning will be key, especially given potential shifts in tax laws, market dynamics and interest rates. Tax Law Before Trump’s election in November, many ultrawealthy families were scrambling to optimize their estate […]
Learn MoreWhy Whittier?
From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.