While you care for their happiness , let us care for your legacy .
Just as your loving support contributes to their happiness and security , tending to your estate does the same for your family ’ s future . Here at Whittier Trust , we ’ re committed to that proactive approach . By taking care of your estate with dedication , we ’ re not just safeguarding your wealth — we ’ re safeguarding your family ’ s legacy too .
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CONTACT GREG CUSTER 949.216.2202
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 financial planning strategy can guarantee profit or protection against losses . All names , characters , and incidents , except for certain incidental references , are fictitious . Any resemblance to real persons , living or dead , is entirely coincidental .