Lori Kenyon Farley is a Senior Vice President and Client Advisor in Whittier Trust’s Newport Beach office. Lori brings more than 30 years of experience advising ultra-high-net-worth individuals, families, founders, and business owners on complex wealth management, estate planning, tax strategy, trust and fiduciary matters, business succession planning, and multigenerational legacy planning.
Known for her strategic perspective and highly personalized approach, Lori works closely with clients and their professional advisors to develop integrated solutions tailored to each family’s unique objectives and values. Her experience spans investment strategy, concentrated stock and liquidity planning, philanthropic planning, alternative investments, governance structures, and pre-transaction planning for entrepreneurs and executives.
Prior to joining Whittier Trust, Lori held senior advisory and leadership positions within private wealth management and financial services, advising affluent families through periods of growth, transition, and generational change. In addition to her advisory work, she has extensive experience in business operations, strategic development, and executive leadership. Lori also founded and successfully built a nationally recognized wellness company that became a pioneer in the cold-pressed juice industry.
Lori earned her Juris Doctor from Pepperdine University School of Law and is a member of the New York State Bar. She is also a certified nutritionist and published author with a longstanding interest in the intersection of wealth, wellness, and intentional living.
Outside of the office, Lori enjoys fitness, wellness, travel, and exploring new health and nutrition trends.