Whittier Trust Company is a multi-family office and trust management firm founded in 1935 and based in South Pasadena, California. It is the oldest and largest private multi-family office on the West Coast, managing over $12 billion in assets for more than 400 families and 30 foundations across the United States. The firm emphasizes a long-term, personalized approach to client relationships, building on a legacy established by its founder, Max Whittier.
The company offers a comprehensive suite of wealth management services, including investment management across various asset classes, trust administration, estate planning, financial planning, and family office services. Whittier Trust focuses on high-net-worth families and foundations, ensuring a highly attentive client-to-advisor ratio of approximately 20-to-1. This allows for customized wealth management solutions that align with clients' goals and values.
Whittier Trust Company is a multi-family office and trust management firm founded in 1935 and based in South Pasadena, California. It is the oldest and largest private multi-family office on the West Coast, managing over $12 billion in assets for more than 400 families and 30 foundations across the United States. The firm emphasizes a long-term, personalized approach to client relationships, building on a legacy established by its founder, Max Whittier.
The company offers a comprehensive suite of wealth management services, including investment management across various asset classes, trust administration, estate planning, financial planning, and family office services. Whittier Trust focuses on high-net-worth families and foundations, ensuring a highly attentive client-to-advisor ratio of approximately 20-to-1. This allows for customized wealth management solutions that align with clients' goals and values.
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