Holtz, Slavett & Drabkin

Whittier Trust is a comprehensive wealth management firm based in California, offering a range of services including family office support, investments, philanthropy, real estate, and trust services. With a commitment to treating wealth as personal, the firm emphasizes a tailored approach to meet the unique needs of each client. Recently, Whittier Trust expanded its San Diego team with the addition of Ted Fogliani as Vice President of Business Development, strengthening its dedication to delivering strategic vision and operational leadership in wealth management. The firm positions itself as a single-source solution for clients, combining independence with a unique approach to wealth preservation and legacy building. Generated from the website

Title365 is a national title insurance and settlement services provider based in Newport Beach, CA, dedicated to helping mortgage servicers and lenders streamline operations while enhancing customer service. With a fresh approach to title insurance and escrow services, the company aligns its offerings with the evolving demands of the market. Utilizing an industry-leading decision engine and a nationwide database of property and ownership records, Title365 aims to reduce expenses and improve efficiency throughout the entire loan lifecycle. Whether clients require basic title services or comprehensive end-to-end coverage, Title365 is committed to delivering innovative solutions without added costs or risks. Generated from the website

The Grady Firm, established in 2012 and located in Newport Beach, CA, specializes in providing comprehensive immigration and business law services. With a focus on personalized client care, the firm is dedicated to guiding families, employees, and investors through the complexities of the U.S. immigration process. Led by seasoned attorneys, including founding attorney Jennifer A. Grady, the firm has successfully managed over 1,000 immigration cases, encompassing business visas, family-based Green Cards, and naturalization services. Committed to a technologically advanced, paperless practice, The Grady Firm ensures efficient communication and case tracking for clients located throughout California and beyond. Generated from the website