Whittier Trust

A Legacy Built on Trust and Expertise

Whittier Trust stands as a trusted advisor to families for over 85 years. Our heritage stems from the remarkable vision of Max Whittier, who built a successful career in California real estate and petroleum. This legacy of success guides us as we help families navigate the complexities of wealth preservation, family dynamics, and generational transitions.

What Sets Us Apart?

We aren't just another wealth management firm. Our focus extends beyond mere financial planning. We take a holistic approach, considering both the tangible and intangible aspects of family wealth - matters of values, relationships, and legacy. Our personalized approach fosters strong client relationships built on trust, transparency, and open communication.

Our Services: A Comprehensive Suite for Your Needs

We offer a comprehensive array of services designed to address the diverse needs of our clients. These include:

1. Family Office Investments and Alternatives

• Customized investment strategies tailored to your unique goals and risk tolerance
• Alternative investments such as private equity, hedge funds, and real estate
• Regular reporting and performance analysis to ensure alignment with your financial objectives

2. Philanthropy

• Strategic philanthropy planning and implementation
• Donor-advised funds and private philanthropy opportunities
• Expertise in complex charitable transactions

3. Real Estate Trust Services

• Formation and management of various real estate trusts
• Acquisition, ownership, and taxation of real estate assets
• Advisory services to maximize the value of your real estate investments

4. Trustee Services

• Serving as trustee for revocable and irrevocable trusts
• Management of trust assets for the benefit of beneficiaries
• Comprehensive accounting and reporting to ensure transparency

Our Commitment: Beyond the Numbers

At Whittier Trust, we believe wealth is about more than just financial figures. It's about protecting and nurturing the values, relationships, and aspirations that make your family unique. We are dedicated to building a lasting legacy that transcends generations, ensuring your family's future is secure and bright.