Our Commitment to Community
We believe that our success is deeply connected to the well-being of our community and the fulfillment of our team. By cultivating a workplace that is among the best, we empower our team members to excel and contribute meaningfully. This commitment extends beyond our office walls, as we actively encourage and support volunteerism in causes that resonate with both our team members and our clients-whether through grassroots efforts, administrative support, or planned giving.
We are proud to sponsor and participate in events and organizations that are integral to the fabric of our community, reinforcing our belief that strong partnerships and a shared sense of purpose lead to lasting impact.
What We’ve Been Up To
Whittier Trust Office Recognized as the #12 Best Place to Work in Los Angeles
For the third consecutive year, Whittier Trust has been honored as one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal, securing the 12th spot among midsize companies in 2024. This significant jump from #25 in 2023 highlights Whittier Trust’s unwavering dedication to fostering a top-tier work environment that values both employee satisfaction and professional growth.
“I’m so incredibly privileged to work here among such wonderful people,” said David Dahl, CEO & President of Whittier Trust. “To have been recognized as a top 100 workplace for three years running means that we’re on to something. To have risen in the rankings each of those years, and to now be recognized as a top twelve company on this exceptional list and within this great city means that we’re living into the promise of Whittier Trust as a place where legacy can grow not just for our clients but for our incredible team members as well.
Learn more about Whittier Trust’s inclusion in the Los Angeles Business Journal’s Top 100 Workplaces list [Hyperlink This], along with other top 100 workplace accolades from the Puget Sound Business Journal and the Orange County Business Journal.
Building Community Through Food
At Whittier Trust, we take pride in not just serving our communities, but participating wholeheartedly in them and supporting local organizations, entrepreneurs and artisans. For a night of team bonding, and to show support for an inspired community project, several members of our Newport Beach office recently attended a Farm Dinner event as part of The Ecology Center’s weekly Community Table series.
The Ecology Center is a 28-acre Regenerative Organic Certified™ farm and education center that serves as a hub for southern California’s ecological movement. This series brings together a new lineup of world-class chefs to create an edible conversation between a farm, a chef, and the community using ingredients grown on the urban 28-acre Regenerative Organic Certified™ farm. The Ecology Center hopes to help deepen attendees’ connection with the land and grow as an inspired community educational resource and gathering place.
Swinging Hard For A Good Cause
Whittier Trust’s Volunteers at Second Harvest Food Bank Orange County
Harvest Solutions Farm is a collaborative effort between Second Harvest, the University of California South Coast Research & Extension Center, and Solutions for Urban Agriculture. Volunteers were essential to the farm’s operations, and we were proud to contribute to this vital initiative as part of our commitment to community involvement and support for local causes.
Whittier Trust On Board With The United Way
Greg also serves on the United Way’s United to End Homelessness℠ Executive Committee and Leadership Council, a powerful collaboration between Orange County’s top business, philanthropic, governmental, faith-based and non-profit leaders and caring community members. The initiative is determined to end the community’s homeless crisis through the creation of long-term supportive housing to do more for those most in need.
A Rich History With Flight
Whittier Trust has a rich history in aviation, beginning with Paul Whittier’s early barnstorming adventures in flight, recognized by Orville Wright himself. Our ongoing support for The Museum of Flight’s “Home Beyond Earth” exhibit is a testament to our commitment to the West Coast aviation community and to honoring and preserving Paul Whittier’s legacy. Through initiatives like this, we hope to ensure that his passion for flight and exploration continues to inspire future generations.
The Whittier Trust Silver Cup
Wittier Trust and The Rose Bowl Parade
Our Support of Scouting America
“We are excited to support Maui Scouting and are deeply impressed by the ‘Be Prepared’ mentality of the Maui Scouts. Their quick response during the recent wildfires, including hosting displaced families and over 100 Red Cross workers, along with organizing supply drives and other emergency operations, truly exemplifies the spirit of Scouting.” – David Dahl, CEO and President of Whittier Trust.
This donation ensures that the camp continues to be a haven for outdoor education and community activities, furthering the legacy of Scouting on Maui.
Sponsoring The Golden Oak Gala
Whittier Trust Swimming With Mike
A Proud Sponsor of Classical Tahoe
Looking After California’s Youth
Whittier Trust’s History with The Transpac Race
Many members of the Whittier Trust Team are heavily involved in the sailing community of southern California. Whittier Trust’s partnership with the Biannual Transpacific (Transpac) race, now in its third year as the Heritage Sponsor, is rooted in shared principles of meticulous planning, risk management, and perseverance-values that resonate deeply with both ocean racers and Whittier Trust’s approach to wealth management. The connection is also personal, dating back to 1923 when Max Whittier entered his family’s yawl in the race. This legacy continues with current CEO David Dahl and his sons, who participated in the 2021 race, demonstrating teamwork and resilience in challenging circumstances.
We have always placed our people at the heart of our success, fostering a culture that values passion, collaboration, and above all, a shared commitment to our clients. It is through their collective efforts and a belief in our shared vision that we continue to thrive and make a positive impact on the lives of the families and the community we serve.
David Dahl, CEO & President of Whittier Trust
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