First Name
Last Name
Email Address

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.