(Reno, Nev.)—The Whittier Trust Company of Nevada, Inc. is pleased to announce that S. Victoria Kahn has been promoted to senior vice president, Nevada regional manager. Kahn will lead The Whittier Trust Company of Nevada Inc.’s Reno, Nevada office, and she will oversee The Whittier Trust Company of Nevada’s Client Advisory group’s delivery of highly responsive, customized client service to high net worth individuals, families, and private foundations in more than 30 states. In addition, Kahn will serve on the board of directors of The Whittier Trust Company of Nevada, Inc. Kahn joined Whittier Trust Company in 2017 as a client advisor and has worked with clients in the areas of trust and agency administration, including document review, fiduciary accounting, investments, real estate, taxes, estate planning, philanthropy and family dynamics.
William E. Ramsey, president of The Whittier Trust Company of Nevada, Inc., will continue in his role, overseeing The Whittier Trust Company of Nevada, Inc.’s Reno, Seattle, and Portland offices. Ramsey will also manage the Whittier Trust Company of Nevada, Inc.’s client development and its strategic relationships throughout the region.
Kahn brings more than 10 years of experience in private banking, estate and financial planning, and tax law. Prior to joining The Whittier Trust Company of Nevada, Inc., Kahn was a fiduciary advisory specialist with Wells Fargo Private Bank in Santa Barbara, California, where she developed new trust and estate planning business relationships and provided trust and agency account administration to existing clients whose financial plans included investment and wealth management, trust and fiduciary services. Kahn was also an attorney at Price, Postel & Parma LLP in Santa Barbara, where she specialized in comprehensive estate planning, family business succession planning, probate and trust administration and the law of tax-exempt organizations. Kahn’s experience also included advising clients on a broad range of individual, corporate, partnership, gift, estate and international tax issues, and business transactions for closely held businesses.
Kahn has a B.A. in history, cum laude from Colgate University and her J.D. from University of California, Davis School of Law. In addition, she earned her LL.M. in taxation and her Estate Planning Certificate from Georgetown University Law Center. Kahn has been admitted to practice law in California and is certified Trust and Estate Practitioner (TEP). She also serves as a Trustee for the Board of the Nevada Museum of Art. A Lake Tahoe native, Kahn lives in Reno with her husband and daughter.
About Whittier Trust:
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust’s wealth management platform serves over 400 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier’s areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland. To learn more, visit http://www.whittiertrust.com.