Family Office Services

The Whittier Trust Company, and its family office predecessor, has been managing the wealth of the Whittier family and other high-net-worth families for over seventy years.

We believe that addressing client's financial objectives requires more than leading-edge investment management. Clients need an integrated, strategic approach that will:

• meet their liquidity objectives
• maximize their after-tax returns
• allocate their wealth to support current and future lifestyle goals
• transfer their wealth to subsequent generations and/or philanthropic causes

All of our comprehensive wealth management services are accentuated by highly personalized client relationships. The Whittier Trust Company believes that the most important aspect of wealth management is an understanding and meeting the needs and concerns of our clients.