Overview
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with locations in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin.
Rooted in its origins as a single-family office established in 1935, Whittier Trust offers a comprehensive suite of family office and concierge services. Its wealth management advisors address a broad spectrum of personal, family, fiduciary, and business needs, providing a distinctive perspective for problem-solving, support, and consultation. Families and their legacies receive dedicated care through personalized trust services, while portfolio managers deliver thorough investment management across all asset classes.
The firm’s extensive experience in real estate is complemented by philanthropic support, with a dedicated philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit sector.
Our Mission
Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that excels in guiding families across multiple generations. The firm is dedicated to protecting and enriching a family’s legacy with diligence and integrity, while also educating future generations about stewardship and the opportunities it brings.
What Does Wealth Mean to You?
For Whittier Trust, wealth goes beyond financial assets—it encompasses what is truly important and lasting. This philosophy has guided the firm for over four generations, beginning with its origins as the family office of the Whittier Family.
Max Whittier, a pioneer in both California real estate and petroleum, played a pivotal role in shaping the firm’s legacy. As a director of Rodeo Land and Water Co., he held much of the land that would later become Beverly Hills. His success in the petroleum industry culminated in the 1979 sale of Belridge Oil Company to Shell Oil for a then-record sum of over $3.6 billion.
Since 1935, Whittier Trust has refined its singular focus on the business of wealth management. Today, it operates as a trust management company offering a comprehensive range of financial services. These services are delivered with the same exceptional level of personal care that defined its early family office model. The firm collaborates closely with clients and their advisors to develop investment strategies aligned with each client’s unique needs, goals, and values—ultimately centering its work around what wealth means to each family.
Welcome to Whittier Trust
Whittier Trust is:
