Consider Your Opening Move Carefully

Whitney Trust & Wealth Management offers a wide range of financial services with the flexibility to respond to even the most challenging client wealth issues. We are problem solvers attentive to the long-term stability of our clients’ assets and committed to maximum return within the realm of our clients’ investment objectives. The Division provides wealth management, investment management, estate planning, fiduciary services, employee benefits plans and custody services to a variety of institutions, corporations and individuals.

The Whitney has been helping families and businesses manage their assets since 1920. Our clients value the long-term personal approach we use when dealing with the complicated issues of managing significant assets. Whitney Trust & Weath Management can help you:

Preserve, manage and grow your wealth through customized investment management Preserve assets for legatees and future generations Minimize your tax liability with the use of personal and charitable trusts Manage your business's assets and develop compensation packages, including retirement plans, for your employees Whitney’s Trust & Wealth Management team understands how to connect your complex wealth management needs with your strategic goals. We craft flexible solutions for our clients that change as their financial interests evolve. At the Whitney, a dedicated team of specialists will watch over your assets and respond immediately to any changes in your portfolio’s strategic focus. We can provide you, your business, or your foundation with the direction and tools you need to help you attain and retain financial security.

Customized Trust Services for You and Your Family

Do you want to build your assets and preserve them for future generations? Are you looking for ways to minimize your tax burden as you distribute your assets? Is providing for certain charities important to you?

Managing substantial assets can demand a great amount of time and expertise. This is why for nearly nine decades families have turned to the Whitney for help. In addition to investment management, there are many other services to consider. And depending on your situation, a Whitney Trust & Wealth Management advisor may recommend one or more of the following arrangements:

		A Revocable Living Trust can help you manage your wealth during your lifetime and can provide care for you should you become incapacitated
		A Trust Under Your Will allows a trustee to manage your wealth and provide benefits, as you direct, to your spouse and heirs
		A Charitable Trust lets you to make gifts to charities that are important to you, while generating significant tax savings and providing current benefits to you and your family
		Estate Settlement - by acting as executor of your will, we can navigate the complex steps necessary to administer your estate, preserve your assets and distribute them according to your wishes

Personal Wealth Planning & Estate Planning

If you are an individual trying to build your wealth, save for retirement or preserve your assets for future generations, a Whitney Wealth Advisor can help. Contact us if you want guidance on how to structure your estate plan to reduce your tax liability or if you are seeking control of your investment decisions but prefer someone else to take care of the time-consuming paperwork. Whatever your needs, Whitney offers comprehensive solutions designed just for you.

Entrepreneurs

Maybe you’re a business owner trying to develop a retirement plan for your employees. Or, perhaps you’ve decided to sell your business or are looking for a team of advisors who can help you navigate the business succession issues that will certainly arise. If you want one provider who can answer all your questions and position you, your employees and your business for success, call us at the Whitney.

Foundations & Philanthropic Organizations

You might be working with a foundation or organization that could benefit from having a partner who understands the organization’s strategic goals and investment policy. Or maybe you want someone who will manage your organization’s assets with sensitivity to your mission and your needs both today and in the future. The Whitney has the expertise to assist you.

Comprehensive Financial Planning

Whitney has helped countless business owners, executives, professionals and affluent individuals obtain their financial goals by designing complete financial strategies that turn financial planning complexity into peace of mind. Whitney Trust & Wealth Management can help you identify, assess and implement investment and planning strategies that meet each of your financial objectives. We bring a relationship-based, risk-sensitive approach to wealth management. From equities, fixed income and cash management to sophisticated solutions requiring in-depth research, analysis and monitoring, we provide strategic wealth management solutions designed just for you.

Around the Clock Information with Trust Online

You can get daily information on your investment portfolio with Trust Online. We also offer online services for our 401(k) administrators and participants.

A Commitment to Personal Service

Because each client has unique needs, a Whitney Trust & Wealth Management advisor works closely with you throughout the implementation of your trust plan, wealth transfer plan, including a full assessment of your needs. Your plan will offer flexibility and control, while helping manage wealth and providing for future generations.

To find out more, please call us at 1-800-651-9227 or (504) 586-7421, Monday - Friday from 8:00 to 5:00 C.T., or contact a local Trust & Wealth Management advisor.

Call one of our local offices across the Gulf South to speak to a representative in your area.

In areas of legal and tax planning, Whitney recommends that its clients consult with their legal and/or tax advisor.

IMPORTANT NOTICE
Investors should know that investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value