Whitney Schwartz
Senior Vice President
Senior Trust Advisor
Senior Vice President
Senior Trust Advisor
9777 Wilshire Blvd
Suite 700,
Beverly Hills, CA 90212-1824
About me
Background
Whitney Schwartz is a Senior Trust Advisor and Senior Vice President for Truist Wealth. She offers clients more than 15 years of previous experience as a trusts and estates attorney.
As an integral part of the client’s wealth management team, Whitney helps high net worth clients manage their generational wealth and pursue their goals by identifying wealth planning opportunities involving trusts, insurance, and tax-driven and asset protection entity structures. She oversees the implementation of comprehensive financial and estate plans. Whitney maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to her clients.
Education
LL.M.
Loyola Law School
2010
J.D.
University of California at Los Angeles
2005
B.A.
University of California at San Diego
2002
Specialties
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
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