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In partnership with Whittier Trust
  1. Finance
February 19, 2024

Elevate Your Wealth Experience with Whittier Trust

The ultra-luxe, all-inclusive approach to our family office.

By Elite Traveler

In an exclusive, secluded destination, discerning travelers find solace in a collection of ultra-luxe, villas nestled within a pristine natural setting. Located in a coveted area along Mexico’s west coast, this enclave offers 40 acres of untouched beauty, where the serene beach meets the lush jungle.

The unparalleled service begins the moment guests arrive, with direct escort to their private accommodations, featuring expansive plunge pools, screened outdoor living areas, outdoor showers, and fire pits. Instead of traditional butler service, guests are assigned a personal “guide” who attends to every need, from delivering gourmet snacks to leading secret beach hikes.

The staff’s warm, personalized approach ensures every preference is noted and every desire anticipated. From guided snorkeling excursions and gourmet tasting menus to spa treatments, yoga, and private culinary classes, every aspect of the stay is included, ensuring a seamless, luxurious experience.

This epitome of all-inclusive luxury mirrors the comprehensive, attentive service high-net-worth families receive when partnering with a family office like Whittier Trust. Here’s the connection.

A holistic, inclusive approach 

All kinds of financial service offerings are available, so it’s up to individuals and families to find what works best for them. They might choose a financial advisory firm, which will offer less customized services to a greater number of clients, without coordinating with other service providers (such as legal or tax specialists), much like a standard resort with hundreds of rooms.

On the other end of the spectrum, a family could decide to develop their own, completely bespoke, family office in which they have to hire all positions from human resources and accounting and everything in between. This would be similar to a traveler opting to buy a piece of property or villa in a destination—they’d have it all to themselves, but they’d be responsible for upkeep and staffing it, from landscaping and cleaners to a culinary team. 

A multi-family office, such as Whittier Trust, is the sweet spot for many high-net-worth families. It offers the best of both worlds: comprehensive wealth management where investments work in concert with the family’s estate plan and values with scalable efficiency. Clients get highly specialized service based on their needs without needing to staff an entire office for themselves. It’s essentially like having a single-family office without needing to manage it.

Getting to know you 

Whittier Trust knows no two high-net-worth individuals are alike, and ensures they spend an ample amount of time learning about the clients’ values, goals, intra-family relationship dynamics, and more.

Some clients benefit from receiving help with everyday things like budgeting and paying bills, while others require more strategic support, laying the foundation for an upcoming sale of a business or major property acquisition.

A family office that gets to know their clients can be what they need them to be / ©Frank McKenna

Whether a Whittier client needs help evaluating if their insurance coverage is appropriate, facilitating a family summit to discuss their legacy, or even something simple such as cutting checks for a grandchild’s birthday gift, the office is prepared to go the extra mile for clients.

In much the same way a top resort facilitates a vacation that works for guests—some might want to simply relax, while others may want to pack their days with adventurous activities—a family office that truly gets to know their clients can be what they need at any given moment. 

Adapting to suit your needs

A multi-family office is designed to bring together experts to help a family’s business and relationships run optimally. Within Whittier Trust, all services—including philanthropy, real estate, investment management and alternatives, trust services, and family office—work together.

In cases where outside experts are needed, they are brought in to offer their services such as legal, tax, and more. There is no wasted time or resources because there’s always someone with a birds eye, holistic perspective of the family’s business. 

Just as discerning travelers gravitate toward a more luxury level of service and attention to detail in the resorts they choose. It’s wise for high-net-worth individuals and families to turn to a multi-family office to ensure their businesses and families are taken care of. 

Ready to elevate your wealth management experience to the standard of a luxury vacation? Discover how Whittier Trust’s bespoke multi-family office services can cater to your unique needs and goals.

Visit us here to explore a partnership designed to navigate your financial landscape with the precision, care, and luxury you deserve. Contact us today to start your journey towards seamless, sophisticated wealth management.

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