Fiduciary Services

What began as safeguarding the future of the Whittier family wealth during the Great Depression has grown into a trusted multi-family office capable of managing a variety of trusts, entities, and other fiduciary vehicles. Today we are able to also serve as a trustee or co-trustee, providing our clients with financial expertise while maintaining the highest sensitivity to the needs of those for whom a trust has been established.

Our fiduciary services include:

Investment management for trusts and estates, in compliance with the governing trust instrument and applicable laws
Independent and impartial service in carrying out terms of the document
Record keeping and trust accounting
Oversight of tax preparation and filing
Reporting to, and communicating with, beneficiaries and interested parties
Managing or coordinating unique trust assets
Serving as a co-trustee
Serving as a successor trustee
Serving as an agent for a trustee and providing services to grantor of a revocable living trust or providing back office work for the trustee