High-net-worth portfolios exhibit profound contradiction: Five steps needed now paid Whittier Trust
“HNW investors have every right to feel confident and satisfied—they’ve done so many things right to achieve all that they have,” says Casey. But with these achievements, “there is also responsibility to immediate and extended family, to the next generations and [perhaps] to charitable causes.” The stewardship of great wealth should not be left to chance or inertia. Great wealth requires a strong guardian willing to do the hard work to optimize performance against objectives.
Investment and Wealth Management Services are provided by Whittier Trust Company and The Whittier Trust Company of Nevada, Inc., state-chartered trust companies, which are wholly owned by Whittier Holdings, Inc., a closely held holding company. All of said companies are referred to herein, individually and collectively, as “Whittier”. This document is provided for informational purposes only and is not intended, and should not be construed, as investment, tax or legal advice.
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