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MB2-700 050-SEPROAUTH-02 400-101 MB2-702 070-410 70-462 EX300 070-461 070-462 VCP-550 70-243 70-480 C_TAW12_731 JN0-102 70-483 70-488 700-505 70-347 070-347 070-411 70-486 MB2-701 070-346 100-101 70-346 70-463 700-501 70-412 C4090-958 EX200 070-463 70-331 70-457 HP0-J73 070-412 C_TFIN52_66 MB6-700 70-414 MB5-705 MB6-886 070-486 C4040-108 M70-101 OG0-093 117-102 1Z0-481 350-018 646-206 A00-240 NS0-504 PEGACLSA_6.2V2 VCP550 070-480 220-802 640-554 70-466 MB7-702 70-417 74-335

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.