We made our family tighter and our business stronger with one round of golf .
Never have the words , “ Yes sir ,” been so cutting as when I heard it from my sister . My authority within the family business had caused a rift in the family . Somewhere along the way , I ’ d stopped being a brother and became the CEO and chairman of the board instead . That ’ s when Whit suggested that our annual charity golf tournament was the perfect opportunity to recapture some of the family magic of our childhood . A few laughs and a round of golf later , we ’ d reworked the business so Whit could handle decisions involving the family and I could focus on being a brother . Sometimes the big picture becomes clearer when you focus on the little things .
— David , San Diego
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$ 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 .