Jerad Beltz
Senior Vice President and Deputy General Counsel @Whittier Trust Company
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WORK HISTORY
Senior Vice President and Deputy General Counsel @Whittier Trust Company
Newport Beach, CA, US
EDUCATION
Yale University
BA, History
USC Gould School of Law
JD
SKILLS
ABOUT JERAD BELTZ
As a trusted advisor, my mission is to navigate the complexities of wealth management with a focus on estate planning, trust administration, and business transactions. I am committed to preserving and thoughtfully managing generational wealth, crafting tailored strategies that embody each family’s unique values and aspirations.For those I serve, wealth is more than a financial measure—it\'s about safeguarding and enriching a family\'s legacy while educating future generations on their stewardship responsibilities and opportunities. My approach is rooted in understanding the distinct goals and motivations of each client. This ensures that the solutions we develop are not only effective today but also enduring for the generations to come.In addition to my legal practice, I contribute to the field as a faculty member at the American Institute for Philanthropic Studies and have previously served as an Adjunct Professor at Trinity Law School in Santa Ana, California.
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