About Us

The Whittier Family

Our Mission

Guide families across multiple generations by aligning wealth strategies with their values and long-term vision.

Empower decision makers, present and future, through collaboration, education, and proactive planning that supports both financial outcomes and family purpose.

Your Legacy Is Our Priority

At Whittier Trust, we specialize in preserving and enriching family legacies for generations. As the oldest multifamily office headquartered on the West Coast, we combine a deep history of trust and wealth management expertise with an unwavering commitment to personalized service.

Director Jerrold Green and His family

We understand that wealth is deeply personal, encompassing both tangible assets and intangible values. That’s why we work closely with you and your advisors to develop investment strategies and trust services that truly reflect your priorities.

Built on understanding, responsiveness, and unwavering dedication, our singular objective is to put you first.

We understand that wealth is deeply personal. It reflects the assets you have built, the values you hold, and the legacy you hope to create. We work closely with you and your advisors to design investment, trust, and planning strategies that reflect your goals, family dynamics, and long-term priorities.

Built on understanding, responsiveness, and unwavering dedication, our singular objective is to put you first.

Built on understanding, responsiveness, and unwavering dedication, our relationships are designed to put you first.

It’s no surprise we’re often the second call after a spouse in times of need—we’re here for you, always.

Your Wealth Management Journey with Whittier Trust

Supporting Communities, Building Legacies

We believe that strong communities are essential to lasting success. Across our regions, we support organizations, initiatives, and volunteer opportunities that reflect the values of our clients and our team. Our commitment to stewardship extends beyond wealth management and is reflected in how we show up for the communities we call home. You can learn more about our involvement on our Community page.

Your Next Step

Let’s start a conversation about your family’s future.