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At Whittier Trust, your financial future is at the very heart of the services we provide. Because to us, your legacy is everything.

Trust Services

Independence and impartiality are the hallmarks of a professional trustee. Our exceptional level of service truly sets us apart.

Family Office

The administration of significant wealth can be greatly streamlined through our expansive array of Family Office Services.

Philanthropic Giving

Philanthropy offers benefits far beyond the expected. From nurturing a family’s human capital to impacting communities.

Real Estate & Energy

With deep roots in both Real Estate and Energy, our expertise can help achieve maximum results from these important assets.


The ways in which our Family Office Services have impacted our clients is profound. The Next Chapter offers stories that provide a glimpse into real examples of impact.

A message from
our CEO

I’m David Dahl, President of Whittier Trust and I’m pleased to introduce you to our company…

Our clients’

Actual clients share their thoughts and experiences on what it’s like to work with Whittier Trust.

Whittier by
the numbers

While what we provide is so much more than numbers, statistics are the foundation of our business.