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Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Hilliard Lyons has insights & ideas to help you move from where you are to where you want to go. Founded in 1854 on the simple premise of putting our clients first, Hilliard Lyons provides the complete spectrum of wealth management resources needed to navigate todays complex markets. Central to our mission are the personal relationships that our Financial Consultants forge with our clients, backed by industry research expertise, advanced technology, and innovative approaches to financial planning, estate planning, cash management, lending, business succession, and personal investing. Across seven generations, thousands of individuals, families, and business owners have entrusted their financial futures to Hilliard Lyons. We are single-minded in our commitment to help manage our clients` wealth. As a result, we consistently enjoy top ratings in client satisfaction. Call us today at (800) 444-1854 or visit www.hilliard.com so we can put our experience to work for you, just as we have done successfully for generations of clients. Securities and Advisory Services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States.
CityBusiness, The Business Journal of the Twin Cities - July 31, 2000 Minneapolis-based Norwest Equity Partners is launching an affiliated mezzanine financing partnership and has raised $250 million for its first fund. Norwest Mezzanine Partners
ONSET Ventures is a Menlo Park, CA-based company in the Financial Services sector.