Finding security meant finding freedom .
My love for adventures rekindled as my grandchildren came into the picture . Over the years , the pressure of securing their future necessities deprived me of the joy in our hardearned acheivements . When our Whittier Trust advisor , Jim , noticed the compass that my father had given to me , he understood how important building a legacy that my grandchildren and beyond could enjoy . He explained everything to me in a way that made it so easy to understand . Even better , he set it up so I could spend my time taking my grandkids on the adventures that will remain in their memory for generations . Jim helps us make sure we do not miss the little things .
— James , San Jose
Investment Management & Consulting | Trust Services | Family Office Philanthropy & Family Continuity | Real Estate
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 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 .