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 Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm’s Commitment to Developing Next-Generation Talent. Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm’s Newport Beach office and Seattle office, respectively. Both are recognized for their dedication to delivering comprehensive wealth management solutions and building lasting relationships with clients and their trusted advisors. “Will and […]
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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.
