Real Estate

View from the Whittier Trust West Los Angeles Office

Preserve, Manage, and Grow Your Real Estate Portfolio with Whittier Trust

At Whittier Trust, our Real Estate services are designed to help clients strategically manage, protect, and grow their real property investments so they remain valuable assets for generations to come. Whether you’re managing a commercial real estate portfolio or overseeing family properties, our customized approach seeks to align your investments with your financial and legacy goals.

Charles Adams III, Executive VP, Real Estate

What are Real Estate Services in a Multi-Family Office? A Foundation for Long-Term Wealth

As a multi-family office, Real Estate Services at Whittier Trust encompasses the proactive oversight, management, and optimization of real estate assets within a fiduciary framework. This includes consulting, acquisition, disposition, asset management, and property management oversight, ensuring real estate assets integrate seamlessly with broader estate plans.

What Sets Whittier Trust Apart?

Holistic Family Office Approach

Whittier Trust is one of the few multi-family offices offering fully integrated real estate oversight alongside estate planning and trust management for a unified wealth strategy.

Unmatched Experience

With roots in real estate dating back to the development of Beverly Hills more than a century ago, our expertise spans a diverse range of property types and market cycles.

Active, Strategic Management

We actively invest, manage, and identify opportunities to grow and protect your real estate holdings.

Fiduciary Integrity

As a trust company, we offer impartial, client-first advice designed to preserve your legacy and maximize long-term outcomes.

Tailored Planning & Performance

From tax-sensitive strategies to customized oversight, we strive to enhance asset performance while aligning with your family’s financial goals.

Generational Alignment

Our role as a trusted third party is to work to minimize family conflict and to pursue real estate decisions that support multigenerational priorities.

Our Process

Initial Assessment

Evaluate your portfolio and identify opportunities for value creation or risk mitigation.

Strategic Planning

Identify the right team of experienced advisors to support you and develop tailored strategies for each asset, aligning with your long-term goals.

Active Management

Oversee leasing, refinancing, sales, and property management to generate the desired performance.

Ongoing Review

Continuously monitor assets to help identify changes to market conditions that could potentially impact family needs.

Hear from Andrew Paulson, VP of Real Estate

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Our Real Estate Solutions

Commercial Asset Management – comprehensive oversight to optimize leasing, cash flow, and capital expenditures.
Real Estate Investment Opportunities – gain access to exclusive opportunities sourced by our experienced team.
Tax Sensitivity – optimize each asset with a proactive and tax-efficient strategy.
Estate Integration – Ensure your real estate assets are aligned with your overall estate and succession plans.
Risk Mitigation – address potential liabilities, from improper titling to environmental risks and insurance gaps, to protect your investments.

Commercial Asset Management

comprehensive oversight to optimize leasing, cash flow, and capital expenditures.

Real Estate Investment Opportunities

gain access to exclusive opportunities sourced by our experienced team.

Tax Sensitivity

optimize each asset with a proactive and tax-efficient strategy.

Estate Integration

Ensure your real estate assets are aligned with your overall estate and succession plans.

Risk Mitigation

address potential liabilities, from improper titling to environmental risks and insurance gaps, to protect your investments.

Why Work With Whittier Trust?

Whittier Trust stands out as one of the few family offices to provide comprehensive real estate services. Our in-house real estate professionals and the external experts we partner with combine decades of experience with a deep understanding of family dynamics, market trends, and regulatory complexities. Our commitment to long-term results, through personalized service, has earned us the trust of affluent families across the West.

Rancho de las Aguas Subdivision & Improvements (Original Plotmap for Beverly Hills)

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