Whittier Trust

About

Since 1935, we have been helping highly affluent individuals and families accomplish what’s important to them — enriching and enhancing our clients'​ lives by providing expert guidance, superior investment performance, and exceptionally tailored ser

Story

Since 1935, we have been helping highly affluent individuals and families accomplish what’s important to them — enriching and enhancing our clients'​ lives by providing expert guidance, superior investment performance, and exceptionally tailored service.

We provide unrivaled investment, wealth management, fiduciary and philanthropic services within the personalized structure of a family office. At Whittier Trust, we consistently protect and grow wealth — one client at a time, from one generation to the next.

Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, and Seattle. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate.