His big picture approach offered a priceless solution .
Patrick is more than my advisor . He ’ s been there through all of our milestones , from selling our company to watching our two daughters grow up . I confided in him about wanting to help my daughters enhance their income . While I planned to transfer them some of my stocks , Patrick worried about it affecting my liquidity . Knowing the inner workings of my balance sheet , he offered an alternative solution using a charitable trust , suggesting I fund it with artwork I had recently stored away . I was delighted to find out that we could sell the artwork free of capital gains tax and get my children an annuity stream of income — problem solved ! Not only did he find a creative solution , but he saw to it that the trust would ultimately support a philanthropic cause near and dear to my heart . Patrick didn ’ t offer the easiest solution . Instead , he looked at the big picture and found an option that supported all of my goals . One that he wouldn ’ t have known without paying attention to the little things .
— Katherine , West Hollywood
Investment Management & Consulting | Trust Services | Family Office Philanthropy & Family Continuity | Real Estate
CONTACT CALEB SILSBY | 949.216.2204 | WHITTIERTRUST . COM
$ 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 fi nancial planning strategy can guarantee profi t or protection against losses . All names , characters , and incidents , except for certain incidental references , are fi ctitious . Any resemblance to real persons , living or dead , is entirely coincidental .