Whittier Trust has recently been named one of the best Multi-Family Office Teams worldwide by the Society of Trust and Estate Practitioners(STEP). They have also qualified as one of the 5 finalists for the STEP awards under the same category. The winner is slated to be declared on 23rd September through a virtual event.

NewEdge Wealth LLC, an investment firm specializing in high-net-worth asset management, family office, and institutional financial services, has appointed Rick Hollmann as the Managing Director and Head of Advisory Solutions as a part of their investment management strategy for ultra-high-net-worth clients.