Date: April 3, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

As parents age, retire and/or pass away, many individuals find themselves reluctantly inheriting responsibility for their family foundations.  While everything ran smoothly (or not!) with Mom or Dad at the helm, the generation inheriting these duties (often working full-time and accustomed to out-sourcing tasks) often feels overwhelmed at the prospect of running a foundation.  Tragically, many of these foundations are being wound down and the assets distributed out, merely because the successors don’t know they have options that will allow them to preserve their family’s legacy without the headaches they anticipate.

Introduction to Our Guests Speaker

Ashley Fontanetta, Vice President, Philanthropic Services

Ashley is a Vice President in Whittier Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. The Philanthropic Services team provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore new opportunities to increase philanthropic impact. Additionally, the team specializes in grants administration, foundation management and next generation/family legacy planning.

Ashley brings to Whittier Trust a background in both financial services and nonprofit management. Prior to joining Whittier Trust, Ashley worked at Merrill Lynch in Beverly Hills where she was responsible for advising wealth management strategies for her clients and their families. Prior to that, she spent several years as a director of a nonprofit organization serving chronically-ill youth in Los Angeles and the Bay Area.

Ashley grew up in Claremont, CA.  She earned her Bachelor’s degree in International Relations from the University of Southern California and has completed advanced studies at USC’s School of Social Work. Ashley has held the FINRA Series 7 and 66 licenses. She remains an active volunteer in the community, working with organizations that address homelessness, youth-mentorship and education.

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Teleconferences & Webinars

Tuesday, April 3rd
Noon ET (60 Minutes)
Leadership Succession in Family Foundations: Don’t Stress, You Have Options!
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust

Tuesday, April 10th
Noon ET (60 Minutes)
Raising Purpose-Driven Children
Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author 

Tuesday, April 17th
Noon ET (60 Minutes)
Mitigating Trustee Risk and Avoiding the Courtroom
Judith L. Pearson, President + CEO, Nomadx Solutions, LLC

Tuesday, April 24th
Noon ET (60 Minutes)
Age Healthy, Wealthy & Wise
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC