whittier trust

Whittier Trust

United States of America

Multi-family office

  • Employees
  • 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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Lead Generation - Family Offices

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.

  • 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.

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