Company profile
Whittier Trust Company
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
- Industry
- Financial Services
- Employees
- 306
- Headquarters
- Pasadena, CA
- Founded
- 1989
- LinkedIn followers
- 7,196
- Office locations
- 9
Whittier Trust Company company summary
Whittier Trust Company is a company in the Financial Services industry, headquartered in Pasadena, CA, founded in 1989. On LinkedIn the company has around 306 employees and 7,196 followers. The company lists 9 office locations. Its listed specialties include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting.
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About Whittier Trust Company
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle. We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service. We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach. Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved. Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere. True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
Specialties
Where is Whittier Trust Company located?
Whittier Trust Company lists 9 office locations.
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|---|---|---|---|---|
Whittier Trust Company whittiertrust.com | Financial Services | 306 | 1989 | Pasadena, CA |
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Frequently asked questions about Whittier Trust Company
What does Whittier Trust Company do?
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle. We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service. We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach. Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved. Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere. True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
How many employees does Whittier Trust Company have?
Whittier Trust Company has around 306 employees on LinkedIn.
Where is Whittier Trust Company headquartered?
Whittier Trust Company is headquartered in Pasadena, CA.
Where does Whittier Trust Company have offices?
Whittier Trust Company lists 9 office locations, including Pasadena, CA, US; Los Angeles, California, US; Menlo Park, California, US; Newport Beach, California, US; Portland, OR, US.
When was Whittier Trust Company founded?
Whittier Trust Company was founded in 1989.
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