Wealth is personal,
so is Whittier Trust.
Wealth is personal,
so is Whittier Trust.
Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
Whittier Trust Featured in San Diego Business Journal
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. Whittier Trust, a Pasadena-based wealth management company that serves “ultra-wealthy” clients, is opening a San Diego County office in Carmel Valley. Founded in 1989 by the Whittier Family, which includes Helen Woodward of the animal shelter fame and philanthropist Paul Whittier, the firm has signed a three-year sublease for about 7,000 square feet of space on the second floor of an office building at […]
Learn More
Why Whittier?
From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.
