About Whittier Trust Company

We have held a singular focus on the business of wealth management since 1935. Today Whittier Trust Company is the largest multi-family office headquartered on the West Coast, offering a breadth of financial services and expertise supported by an exceptional commitment to personal service that reflects our family roots. We collaborate closely with our clients to tailor investment strategies that meet their unique needs, goals, and values.

We are:

Independent and privately held with a conflict-free platform
Entrusted to manage and consult on more than $8 billion in assets for families in more than 30 states, with offices in Los Angeles, San Francisco, Reno, and Seattle
Comprised of more than 100 wealth management professionals, with an average of 18 years of experience, who understand and are experienced in working with sophisticated, complicated plans, entities and assets
Committed to offering a full array of fiduciary, family office, wealth management and philanthropic services and solutions through the lowest client-to-advisor ratios in the industry
Focused on after-tax performance with an excellent investment track record