Wealth is personal,
so is Whittier Trust.
Wealth is personal,
so is Whittier Trust.
Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
Whittier Trust Makes History as the First U.S. Company Recognized by the Society of Trust and Estate Practitioners (STEP) as a Platinum Employer Partner
This prestigious designation celebrates Whittier Trust’s global leadership in developing top-tier trust and estate advisors and sets a new benchmark for client-focused professional excellence. Pictured: Greg Custer, Jeff Aschieris, Philip Cook, as well as Ejike Agubor and Rob Thompson with STEP Whittier Trust, the oldest multifamily office headquartered on the West Coast, today announced a historic achievement: the wealth management company has been named a Platinum Employer Partner by the Society of Trust and Estate Practitioners (STEP). In earning this distinction, […]
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Why Whittier?
From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.
