When their advisor called , I knew my parents were still watching out for me .
Mom had a nose for business but Dad was more of an artist . Once they both passed on and I was left with the real estate Mom accumulated , I realized that I got my business sense from my father . I ’ m definitely Daddy ’ s little girl . I found myself sitting at mom ’ s desk , staring at a little wooden boat my dad had carved and crying . I was so overwhelmed . But then my phone rang . Tim was calling to check in on me . He shared memories of Mom and Dad and also had some ideas for how to make this transition easier : paying bills , upkeep on the properties , managing investments – stuff like that . Reaching out to check on me may seem like a little thing but it ’ s made all the difference .
— Haley , San Jose
Investment Management & Consulting | Trust Services | Family Office Philanthropy & Family Continuity | Real Estate
CONTACT CALEB SILSBY | 949.216.2204 | WHITTIERTRUST . COM
Learn More
$ 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 .