Whittier Trust Company

www.whittiertrust.com

Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients’ wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation. Visit our website to learn more about what Whittier Trust can offer you and your family. Subscribe to our channel to stay informed on market analysis from leading industry experts or the latest tips for philanthropic efforts, estate planning, and more.

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Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients’ wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation. Visit our website to learn more about what Whittier Trust can offer you and your family. Subscribe to our channel to stay informed on market analysis from leading industry experts or the latest tips for philanthropic efforts, estate planning, and more.

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Country

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State

California

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City (Headquarters)

South Pasadena

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Founded

1989

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Executive Vice President , Northern California Regional Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Vice President , Client Advisor Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President Client Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Client Advisor , Vice President

    Email ****** @****.com
    Phone (***) ****-****

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