Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle.
We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service.
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We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach.
Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved.
Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere.
True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community.
Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
