Less complexity.
Boundless possibilities
with Whittier Trust.
Tailored strategies for high-net-worth individuals, families, businesses, and foundations.
Who We Are
Your Partner in Multigenerational Wealth Management
At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years.
Who We Are
Your Partner in Multigenerational Wealth Management
At Whittier Trust, we help individuals, families, and foundations navigate wealth with clarity and purpose.
With customized strategies built around your goals, we simplify the complexities of multigenerational planning so your legacy can grow and endure.
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As the oldest multifamily office headquartered on the West Coast, we bring a legacy of integrity, personalized service, and innovative solutions to every client relationship.
Our mission is to provide tailored strategies that preserve wealth, strengthen family bonds, and build lasting legacies.
Explore Our Services
Our integrated services are grounded in decades of experience and a relentless commitment to personalized excellence.
Investment Management & Consulting
Strategic guidance and disciplined portfolio management built for long-term success.
Family Office
Comprehensive support that simplifies day-to-day financial management and empowers long-term decision-making.
Trust Services
Trust and fiduciary solutions designed to protect your assets, intentions, and your family’s future.
Philanthropy & Family Continuity
Thoughtful strategies that align your family’s values with meaningful, lasting community impact.
Real Estate
Grow and steward real estate holdings across generations with strategic management and proactive planning.
The Nevada Advantage
Harness Nevada’s unique asset protection and planning tools to secure your family’s future.
Comprehensive Estate Planning
Protect your family’s future and ensure your legacy. Navigate critical tax and succession decisions with confidence and clarity.
Philanthropy and Foundation Services
Maximize your impact and make a difference in the causes you care about.
Investment Management
Optimize your portfolio with customized, tax-efficient strategies.
Real Estate
Grow and strengthen your real assets across generations with experienced management and proactive planning.
Family Office Services
Simplify the complexities of managing wealth across generations.
Why Whittier?
Discover the Whittier Trust Difference
Our Latest Thinking
- Insights, Philanthropy
How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch about why you should invest in their new venture. Perhaps you are truly intrigued and want to consider the opportunity. Or maybe you’ve been burned...
- Insights, Philanthropy
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but estate and trust lawyers probably had an added reaction of wondering whether or not he had his estate set up properly. Osbourne most likely owned...
- Insights, Philanthropy
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While many countries around the world offer...
