Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Steady and Measured Real Estate Investing

Why a long-term approach is a smart strategy, regardless of the economic outlook. It’s nearly impossible to turn on the television or read an economic journal without being confronted with news about stock market volatility and concern about interest rate fluctuations. Ultimately, market factors are always in play. Economies, and the components that make them up, are always fluid.  “While the uncertainty in the interest environment has affected our ability to buy properties, the fundamentals of the properties haven’t changed […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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