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Real Estate in Trusts 

Tom Frank and Juliana Ricks | October 21, 2021
 

Through your Estate Plan, you can care for your loved ones, protect your health wishes, and support causes dear to your heart. 

On October 21st at 11am, PBS Reno along with Tom Frank and Juliana Ricks from The Whittier Trust Company of Nevada are offering a free webinar, "Real Estate in Trusts."

Click HERE to register to attend this Zoom Webinar now!
 

 
Tom Frank

Tom Frank
Executive Vice President & Northern California Regional Manager,
The Whittier Trust Company of Nevada

Tom Frank is Executive Vice President, Northern California Regional Manager in Whittier Trust’s San Francisco office. Tom brings over thirty years of experience in comprehensive family office services including investment consulting, trust administration and, family education for ultra-high net worth clients. Tom earned a BS in Foreign Service from Georgetown University and a JD from Brooklyn Law School. He currently serves as President of the San Francisco Estate Planning Council.

Juliana Ricks

Juliana Ricks
Senior Vice President, Real Estate,
The Whittier Trust Company of Nevada

Juliana Ricks is Senior Vice President in Whittier Trust’s Real Estate Department. She is responsible for sourcing new acquisition opportunities and advising clients on their real estate portfolios. Juliana has over 20 years of experience in commercial real estate asset management, finance and acquisitions and has held positions at Saban Real Estate, Investcorp International, Tishman Speyer and Crow Holdings. Juliana received her BS in City Planning from Cornell University, her MBA from Kellogg School of Management, and her JD from Northwestern University Pritzker School of Law.

Presented in partnership with
Whittier Trust