Experience and Attention Unmatched in the Industry

Whittier Trust attracts the highest quality of professionals, chosen both for their industry expertise as well as their commitment to exceptional customer service. Many staff members have been with the company for 10 years or more, ensuring long-term relationships for our clients. We also limit the number of clients per administrator to a maximum of 20, so that we can provide truly personalized attention to each individual, family, or organization.

Many of our professionals hold JD and MBA degrees, hold the CTFA and CPA designations, and are CFA® Charter holders.