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Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors.
Whittier Trust, based in South Pasadena, is one of California’s largest private wealth management firms offering family office and concierge services. Started in 1935 by the Whittier family, pioneers in California real estate and petroleum, Whittier Trust today manages over $20 billion in assets and operates with seven offices in California and Nevada. In the last five years Whittier has doubled its size.
Homrich Berg has over 3500 family relationships nationwide in 48 states, managing over $14.5 billion in assets under management. The Atlanta-area based family business wealth management firm focuses primarily on corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions. Founded in 1989 by Andy Berg and David Homrich, the partners saw an emerging local need in the financial services industry, especially a need for individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations.
“Both Whittier Trust and Homrich Berg are leaders in their markets when it comes to managing wealth for multi-generational family businesses,” said Pat Soldano, President of Family Enterprise USA. “We are delighted to have their support for our organization as sponsors,” Soldano said. “I want to thank Whittier Trust’s Executive Vice President and General Counsel Bob Renken and Homrich Berg’s Principal, President, and Chief Executive Officer Thomas Carroll for their support. We look forward to their insights in helping family businesses prosper.”
Soldano is also President of Family Enterprise USA’s sister advocacy organization, Policy and Taxation Group, based here.
Whittier Trust was started by Max Whittier, founder of early California oil and gas firm, Belridge Oil. In 1979, Belridge was sold to Shell Oil for $3.65 billion, the largest sale of its kind at that time. Through multiple generations, Whittier Trust has grown into the preeminent multi-family office headquartered on the West Coast.
Homrich Berg, founded in 1989, offers several levels of wealth management client services focused on core financial planning and investment management. The company is headquartered in Atlanta, Ga., with two other offices in the metro Atlanta area, and additional offices in Palm Beach Gardens, Fla., Nashville, Tenn., Columbia, S.C., and Augusta, Ga.
About Whittier Trust
Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that is expert in guiding families through multiple generations–protecting and enriching a family’s legacy through diligence and integrity while educating the family’s future generations about their stewardship and the opportunities it encompasses. We have refined our singular focus on the business of wealth management since 1935. Today as a trust management company, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.
About Homrich Berg
One of the 50 largest registered investment adviser (RIA) firms in the country based on assets under management, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 48 states from our home base in metro Atlanta and now have 43 principals and more than 180 employees.
We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit https://homrichberg.com.
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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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