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Legacy Planning at Crystal Cove: Legacy Circle Reception

November 13 @ 4:00 pm - 5:30 pm

Join Crystal Cove Conservancy and Whittier Trust Wealth Management for an ocean view reception on our deck of Cottage #34. Learn how thoughtful planning can preserve the places you love and protect your legacy.

 

About Whittier Trust:

Whittier Trust has a proud heritage. Nearly a century ago, pioneering wealth in California real estate and petroleum, Max Whittier founded the firm as a family office. His acumen in the oil and gas business culminated in the 1979 sale of Belridge Oil Company to Shell Oil for a then record-setting sum of over $3.65 Billion. Since 1935, with steadfast guidance through multiple generations, Whittier Trust has built success in the business of wealth management and has grown into the preeminent multi-family office headquartered on the West Coast.



Details

  • Date: November 13
  • Time:
    4:00 pm - 5:30 pm
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