Less complexity.
Boundless possibilities
with Whittier Trust.
Tailored strategies for high-net-worth individuals, families, businesses, and foundations.
Who We Are
Your Partner in Multigenerational Wealth Management
At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years.
Who We Are
Your Partner in Multigenerational Wealth Management
At Whittier Trust, we help individuals, families, and foundations navigate wealth with clarity and purpose.
With customized strategies built around your goals, we simplify the complexities of multigenerational planning so your legacy can grow and endure.
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As the oldest multifamily office headquartered on the West Coast, we bring a legacy of integrity, personalized service, and innovative solutions to every client relationship.
Our mission is to provide tailored strategies that preserve wealth, strengthen family bonds, and build lasting legacies.
Explore Our Services
Our integrated services are grounded in decades of experience and a relentless commitment to personalized excellence.
Investment Management & Consulting
Strategic guidance and disciplined portfolio management built for long-term success.
Family Office
Comprehensive support that simplifies day-to-day financial management and empowers long-term decision-making.
Trust Services
Trust and fiduciary solutions designed to protect your assets, intentions, and your family’s future.
Philanthropy & Family Continuity
Thoughtful strategies that align your family’s values with meaningful, lasting community impact.
Real Estate
Grow and steward real estate holdings across generations with strategic management and proactive planning.
The Nevada Advantage
Harness Nevada’s unique asset protection and planning tools to secure your family’s future.
Comprehensive Estate Planning
Protect your family’s future and ensure your legacy. Navigate critical tax and succession decisions with confidence and clarity.
Philanthropy and Foundation Services
Maximize your impact and make a difference in the causes you care about.
Investment Management
Optimize your portfolio with customized, tax-efficient strategies.
Real Estate
Grow and strengthen your real assets across generations with experienced management and proactive planning.
Family Office Services
Simplify the complexities of managing wealth across generations.
Why Whittier?
Discover the Whittier Trust Difference
Our Latest Thinking
- Family Office, News
Whittier Trust welcomes Christy Mason as Vice President, Client Advisor in the firm’s Newport Beach office. Christy brings more than 12 years of experience across investment and alternative products. Prior to joining Whittier Trust, she served as a Vice President at PIMCO, where she focused on regulatory compliance, working extensively...
- Family Office, Insights, Philanthropy
Whittier Trust partnered with the Alzheimer’s Association to host a conversation on new advances in Alzheimer’s treatments, featuring Dr. Charles S. Wilcox. In this discussion, Dr. Wilcox explores how emerging therapies are designed to work, who may be a candidate for treatment, and what families should understand about potential benefits,...
- Family Office, Insights
Smart Exits: Strategic Blueprint for Selling Your Family Business How to Exit a Family Business With Purpose, Profit, and Peace of Mind Selling a business isn’t just a financial transaction—it’s a life transition. Whether you’re eyeing retirement, planning a legacy, or simply ready for a new chapter, how you structure...
