I needed someone to look after my interests . I found someone to help build my legacy .
My jewelry was never an investment . It was always just for me . I didn ’ t even feel comfortable showing it to my kids . But ever since my trusted advisor referred me to Kim , I ’ d felt like I could talk to her about anything . We would sit and talk about which of my kids might like which piece . We found some gems among the gems , in terms of value . But the biggest thing I took away from our chats was the realization that the actual treasure I was passing on to my kids was the memories attached to the jewelry . A big picture like that only emerges when you focus on the little things .
— Jordyn , Los Angeles
CONTACT GREG CUSTER | 949.216.2202 | WHITTIERTRUST . COM
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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 .