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SUMMARY:Legacy Planning at Crystal Cove: Legacy Circle Reception
DESCRIPTION: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.\n  \nAbout Whittier Trust: \nWhittier 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.
URL:https://crystalcove.org/event/legacy-planning-at-crystal-cove-legacy-circle-reception/
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