Whittier Trust
United States of America
Multi-family office
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Employees
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222
Whittier Trust is a multi-family office founded in 1935 and headquartered in South Pasadena, California, with additional offices in San Francisco, Reno, Seattle, and Wilmington. The firm provides investment management, trust administration, estate planning, and financial planning services.
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Basic info
About Whittier Trust
Whittier Trust's investment management services cover a range of asset classes, including equities, fixed income, alternative investments, and real estate. The firm's experienced investment team uses a disciplined and research-driven approach to identify investment opportunities and manage clients' portfolios.
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Board of directors
Steven A. Anderson
Michael J. Casey
David A. Dahl
James L. Doti
Andrew S. Garb
Timothy K. McCarthy
Julie Nesbit
James R. Parks
Steven G. Pizula
Kimberly Wright-Violich
Peter J. Zarifes
What sets Whittier Trust apart
Whittier Trust has a proud heritage. Nearly a century ago, pioneering wealth in California real estate and petroleum, Max Whittier founded the firm as a family office. His acumen in the oil and gas business culminated in the 1979 sale of Belridge Oil Company to Shell Oil for a then record-setting sum of over $3.65 Billion. Since 1935, with steadfast guidance through multiple generations, Whittier Trust has built success in the business of wealth management and has grown into the preeminent multi-family office headquartered on the West Coast.
Nowadays, Whittier Trust is known for its commitment to providing exceptional service to its clients. The firm’s professionals work closely with clients to build long-term relationships based on trust and understanding. Whittier Trust’s approach is centred around a deep understanding of each client’s individual circumstances, goals, and values, which allows the firm to develop tailored solutions that meet their needs.
- https://www.whittiertrust.com/
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