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, Seattle, and Austin.
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.
Company Details
- Employees
- 287
- Founded
- -
- Address
- 177 E. Colorado Blvd, Suite 800,united States
- Phone
- 800.971.3660
- us****@****ust.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- whittiertrust.com
- Keywords
- Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, Real Estate, Energy, Nevada Trust Situs.
- HQ
- Pasadena, CA
Whittier Trust Company Questions
Whittier Trust Company's helpline number is 800.971.3660
Whittier Trust Company's website is whittiertrust.com
Whittier Trust Company's LinkedIn profile is https://www.linkedin.com/company/whittier-trust-company
Whittier Trust Company has
287 employees.
View email and phone details for 287
employees at Whittier Trust Company.
Whittier Trust Company's industry is
Financial Services
Whittier Trust Company's top competitors are
Rockefeller Capital Management,
Bessemer Trust,
Goldman Sachs,
Iconiq,
Capital Group,
Pathstone,
Whittier Advisors,
San Pasqual Fiduciary Trust Company,
Pimco,
Laurel Trust Company.
Whittier Trust Company's support email address is us@whittiertrust.com
Whittier Trust Company's categories are Financial Services
Whittier Trust Company's founding year is 1989
