Trustee Services

Selecting a trustee is a tremendous responsibility. Whether you are considering an individual trustee or a professional trustee, the role requires acting with independence and impartiality when administering document terms and fulfilling grantor wishes. In addition, a trustee is responsible for reporting to and maintaining regular communication with beneficiaries and interested parties.

Unlike many trustees, Whittier Trust has in-depth experience managing and coordinating unique trust assets such as real estate, oil & gas, private equity and closely-held businesses. Our expertise in complex entity administration, including family partnerships and LLC’s, helps to set us apart.

Whittier Trust was founded on the principle of service. We bring all the benefits of a professional trustee with the care and attention offered by a personal trustee. Our roots as a family office enable us to deliver personalized solutions designed to meet your needs.