Managing financial assets can demand a great amount of time and resources. You may find you need help in handling your investments in today's complex markets. Or do you want a better retirement plan for your business so you can attract and keep good employees? Are you concerned about your own retirement? Are you looking for ways to preserve your assets and pass them on to future generations?

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 future generations
  Minimize your tax liability with the use of personal trusts
  Manage your business's assets and develop compensation packages, including retirement plans, for your employees

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.

The Whitney Commitment to You

When you look for an institution to help you manage your financial assets, you are seeking someone you can trust, someone with sound business principles and a tradition of excellence. These have been core values at the Whitney since our founding.

We invite you to meet with one of our investment professionals to find out how we can tailor a plan for you. Please call us at 1-800-651-9227 or (504) 586-7421, Monday - Friday from 8:00 to 5:00 CT. Or call one of our local offices across the Gulf South to speak to a representative in your area.

 

 

IMPORTANT NOTICE
Investors should know that investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value



 

 

Our Trust & Wealth Management Library
has a wealth of information to help you learn more about your money and Trust services at the Whitney. We've organized the library according to the following topics:

Growing Your Wealth
Preserving Your Wealth
Retirement Planning
Wealth Transfer
Understanding Bank Services

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