First Name
Last Name
Email Address
M2020-615 NS0-156 070-458 070-688 117-101 1Z0-899 250-310 300-206 642-813 70-178 70-686 98-349 BH0-013 000-219 000-451 000-563 000-958 010-111 070-432 070-483 070-498 070-646 070-671 070-673 070-689 074-344 117-010 117-201 1Y0-370

Every successful partnership begins with one thing – trust. That concept has been at the core of our philosophy since we began as the family office for the descendants of Max Whittier in 1935. Today, as the oldest and largest multi-family office headquartered in the West, trust remains as the cornerstone as we tailor wealth management and investment solutions for affluent individuals, families and foundations across the country. Our independence as a privately-held company allows us to offer a “conflict free” perspective based on each client’s aspirations. Client tenure is long with many relationships transitioning through multiple generations. We invite you to learn more about the unparalleled expertise, service and attention we can provide to you.