A higher level of care and expertise.

Many of our clients do not have an immediate need for a trustee or executor. In these cases, Whittier Trust acts solely as agent on behalf of our clients. As important as any fiduciary relationship, an agency relationship is built on trust, good faith and the duty of loyalty.

In our role as agent we act under the control or direction of our clients in various capacities. Whether we are managing a portfolio of stocks and bonds or overseeing real estate, you can expect the highest level of care and expertise.

We offer a relationship based on three guiding principles — trust, good faith and the duty of loyalty.