Trust services involve comprehensive professional guidance in creating and managing legal arrangements that dictate how your assets are held, distributed, and preserved. As a multi-family office and fiduciary with the ability to serve as a personal trustee, Whittier Trust administers your estate with expertise and care, ensuring your wealth supports your family, your chosen causes, and your legacy for generations.
Effective estate planning and trustee services from an objective third party are essential for managing taxes, reducing legal risk, and supporting family harmony. Our fiduciary team helps you build a secure financial future while enabling your loved ones to focus on what matters most. We believe that thoughtful fiduciary management carefully balances the purpose of the trust with the needs of its beneficiaries.
What Sets Us Apart?
We can serve as your personal trustee, lifting the administrative burden from loved ones and ensuring legal, accounting, and administrative responsibilities are handled with care and precision.
No two families are the same. We begin by developing a deep understanding of your goals, family dynamics, and estate structure. From there, we build a team tailored to your needs, bringing together the right internal experts and coordinating closely with your attorneys, tax professionals, and other advisors to create highly personalized, effective solutions, whether you are transferring wealth, managing complex holdings, or preserving family values.
Through our Nevada trust company office, we help clients access powerful advantages such as extended trust durations, asset protection features, and potential tax benefits available under Nevada law.
Trust structures designed to reflect your family’s values, vision, and long-term intentions.
Expertise in overseeing real estate, family businesses, and private equity within a coordinated trust and estate framework.
Aligning charitable goals with your trust strategy so that giving supports both purpose and long-term planning.
Estate and trust planning that seeks to preserve wealth through advanced, tax-efficient strategies developed in coordination with your tax advisors.
to private market investments.
from experienced fiduciary professionals.
tailored to your assets and family structure.
for a fully integrated approach.
to manage complex estates with care and precision.
As the oldest multifamily office headquartered on the West Coast, Whittier Trust offers unmatched experience and a deeply personal approach to fiduciary service. Our dedicated trust team includes JDs, CTFAs, CFPs, and other seasoned professionals with the knowledge and insight to help you navigate every aspect of estate planning and administration, building solutions designed to endure across generations.
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