Whittier Trust Investment and Wealth Management Hosts Presentation Entitled From Lawrence Welk to Lady Gaga

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Whittier Trust presentation provides entertaining view on multigenerational philanthropy.

Lisa Parker, President of the Lawrence Welk Family Foundation and Vice President of Philanthropic Services for Whittier Trust Investment and Wealth Management will be giving a presentation entitled, "From Lawrence Welk to Lady Gaga; Bridging the Generational Divide in Family Philanthropy" on May 30th and 31st. The event is by invitation only and will take place at the Rainer Club in Seattle. Lisa will provide an entertaining and informative look at the generational personalities that sit across the board table from one another and explore the joys and challenges of multigenerational family foundations. She will also give a preview of the changing landscape of giving for the next generation. “I look forward to sharing with the audience some key insights related to multigenerational philanthropy and how it can make the family foundation experience fun and engaging," said Lisa Parker, Vice President of Philanthropic Services.

Whittier Trust is an independent investment and wealth management firm that oversees $8.9 billion in assets. Whittier Trust serves more than 300 families and 30 foundations throughout the U.S. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for seven generations. Whittier Trust is one of California’s oldest wealth management companies, and the only multi-family office headquartered on the West Coast. The firm serves clients across the nation with offices in South Pasadena, San Francisco, Reno, and Seattle. To learn more, visit http://www.whittiertrust.com.

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Brandi Fields
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