RENO – The Whittier Trust Company of Nevada, Inc. (WTC-NV), an independent wealth management company serving high-net-worth families, individuals and foundations across the United States, announced the opening of its first office in Oregon. The new office is located in Portland at 111 S.W. Fifth Avenue, Suite 3150. With this new location, WTC-NV expands the company’s financial services and expertise in comprehensive wealth management solutions for high-net worth clients who live in Oregon. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning.
“We are tremendously excited to open our first office in Portland, Oregon and expand our services to the residents of this beautiful city,” said William Ramsey, President of WTC-NV. “At Whittier Trust, we are dedicated to offering extraordinary investment, wealth management, fiduciary and philanthropic services. We consistently protect and grow wealth for our clients from generation to generation and we are excited to bring our expertise to the greater Portland area.”
The Portland office is led by Paul Cantor, Executive Vice President & Northwest Region Manager along with Lori Houston, Vice President, Client Advisor, and Bryce Coats, Vice President, Portfolio Manager. All three bring tremendous knowledge and experience in the industry and are valued Whitter Trust team members based out of the Company’s Seattle office. With decades of experience, this exemplary team is dedicated to understanding their client’s personal priorities, goals and philosophies with respect to stewardship of their wealth, as well as their personal circumstances and family situations.
For more in information on WTC-NV please visit https://www.whittiertrust.com.
About Whittier Trust:
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (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. WTC-NV will be doing business as Whittier Trust in the State of Oregon. WHI may utilize the services of its subsidiary, Belridge Capital, LLC, an SEC registered investment advisor, to provide sub-advisory services for certain accounts and proprietary private fund investments. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust’s wealth management platform serves over 350 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier’s areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland. To learn more, visit https://www.whittiertrust.com.
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