WHITTIER TRUST

With a pedigree born of Beverly Hills founding family, Whittier Trust serves a clientele of illusive, ultra high net-worth affluent families. Perceptiv was initially hired to rebrand the firm and develop a wide range of marketing materials to resonate with the notoriously hard-to-reach audience. Based upon the success of our new logo and branding, we were tasked with getting Whittier into the consideration set for affluent families’ wealth management needs. Our solution began by conducting current client interviews that served as the foundation of the advertising. Messaging spoke to both the tangible and intangible aspects of family wealth. The communications included luxurious collateral, a robust and informative website, and evocative advertising coupled with exclusive cultivation events and sponsorships. During our engagement, the firm’s assets under advisement increased by over three billion dollars.