Family Office

What is a Family Office?

A Family Office is a comprehensive suite of services designed to manage all aspects of an affluent family’s financial and personal needs. It combines risk management, financial processing, administration, accounting and tax services, estate planning, and concierge services to provide a holistic approach to wealth management.

Why It Matters:

Wealth brings complexity. Our Family Office Services ensure that your advisors, financial strategy, family dynamics, and legacy planning all align seamlessly. By consolidating resources and expertise, we reduce risk, simplify decision-making, and create a framework for generational success.

Our Approach

Differentiators

Whittier Trust has been delivering Family Office services since 1989, offering unmatched expertise and dedication. Our proactive, integrated approach ensures that your financial life is expertly coordinated, allowing you to focus on what matters most, your family and legacy.

We believe our real estate portfolio management expertise sets us apart from other multi-family offices. However, what truly distinguishes us is the close, trusted relationships we build with our clients. In the most challenging of times, we are there as a trusted partner.

Learn more about our differentiators.

Our Differentiators

Whittier Trust has been delivering Family Office services since 1935, offering unmatched expertise and dedication. Our proactive, integrated approach ensures that your financial life is expertly coordinated, allowing you to focus on what matters most—your family and legacy.

We believe our real estate portfolio management expertise sets us apart from other multi-family offices. However, what truly distinguishes us is the close, trusted relationships we build with our clients. In times of challenge—whether financial, trust-related, or otherwise—after their spouse, we are often the first call they make.

Learn more about our differentiators.

The Whittier Trust Process:

Information Gathering

We consolidate a detailed understanding of your balance sheet, estate plans, and family dynamics.

Strategic Planning

Our experts craft a bespoke plan addressing your unique needs, from liquidity management to tax strategies.

Implementation

We engage top-tier professionals and leverage the latest technology to deliver seamless, high-touch services.

Ongoing Active Management

Continuous evaluation and optimization ensure your family office evolves with your needs.

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Our Service Features

Comprehensive balance sheet reviews and optimization
Detailed estate and tax planning tailored to family goals
Risk mitigation and asset protection strategies
In-depth insurance reviews to ensure adequate coverage
Personalized concierge services, including bill pay and document management

Why Work With Whittier Trust?

From our roots as a single-family office in 1935 and now as a multifamily office since 1989, Whittier Trust has decades of experience helping ultra-affluent families manage and preserve their wealth. Our dedication to tailored solutions, high-touch service, and long-term partnerships sets us apart. Our legacy is built on your success.

Ready to simplify your wealth management?

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