Spirited Ventures Twelve

Whittier Trust Company, an independent private trust company, exists to protect, enhance and perpetuate the wealth of its clients. More than three quarters of a century of experience in planning and managing wealth has confirmed the value of a comprehensive and coordinated approach to disciplines that will protect wealth, create asset growth and provide an orderly transition of assets to future generations. WTC serves a limited number of clients. Its client contact officers are responsible for an average of 10 relationships versus the industry average of more than 100. WTC has only one business, meeting the administrative and investment requirements of individuals. Traditional corporate trustees have been adjuncts of commercial banks whose primary focus is money lending. WTC manages assets with a focus on after-tax performance. Most money managers' largest clients are tax-free entities, so their investment strategies typically ignore taxes.

Economic Resources Corporation is a company based in Lynwood, CA that specializes in providing financial consulting services to businesses and individuals. With a focus on maximizing economic resources and optimizing financial strategies, the company offers tailored solutions to help clients achieve their financial goals. Generated from their business information

Hall Capital, located in Pasadena, CA, operates as a Registered Investment Advisor (RIA) committed to fiduciary standards, ensuring that clients' interests always come first. Unlike many RIAs that primarily rely on mutual funds and ETFs, Hall Capital emphasizes the selection of individual stocks and offers a long-term track record of its investment approach through its quarterly Focus List. In addition to traditional asset classes, Hall Capital explores alternative investments such as venture capital, private equity, private debt, and real estate, thereby providing a diversified approach tailored to clients' risk tolerances and tax circumstances. The firm also prioritizes transparent communication regarding portfolio progress and collaborates closely with both individual clients and non-profit institutional boards. Generated from the website