Register Now for the March 5 Webcast:

Starting at 12:00 PM Pacific Time

“Core-Satellite Approach To Estate Planning”


Why Attend?

Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and support family-owned companies. Discover how to effectively protect family business wealth from financial threats such as divorce or lawsuits, while also minimizing estate taxes through strategic trust arrangements.

Who Should Attend?

Family Business Owners, Next Generation Family Members, Wealth Management Professionals, Legal Advisors, and Entrepreneurs and Investors.

Areas of Interest

Wealth Preservation and Estate Planning, Next-Generation Engagement and Empowerment, Risk Management and Asset Protection, Tax Optimization Strategies, and Balancing Control and Autonomy

This webcast explores strategies for sustaining and supporting family-owned businesses and members through a hybrid, core-satellite family ownership structure. The webcast couples the “core” model, where assets are placed in a trust to protect against financial threats and estate taxes but may limit the next generation’s autonomy, with the “satellite” approach, which offers flexibility but exposes assets to risks like divorce and lawsuits. The webcast advocates for hybrid solutions, combining the benefits of both models to safeguard wealth while providing autonomy for family members to pursue entrepreneurial goals.

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.

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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.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

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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