What does your wealth mean to you?
If your definition of wealth is what’s truly important and lasting, we share the same philosophy. At Whittier Trust, we pay attention to both the tangible and intangible aspects of family wealth – and have done so for over four generations — since we began as the family office for the Whittier Family. Max Whittier was a pioneer in both California real estate and petroleum. As a director of Rodeo Land and Water Co., Mr. Whittier held much of the land that eventually became Beverly Hills. His acumen in petroleum culminated in the 1979 sale of the family’s Belridge Oil Company to Shell Oil for a then record setting sum of over $3.6 Billion.
We have refined our singular focus on the business of wealth management since 1935. Today, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.
- Focused and independent
- The oldest and largest multi-family office headquartered on the West Coast
- Committed to highly responsive client service
- The comprehensive wealth management solution
“What Whittier provides for me beyond the tangible is the feeling that I can rest easy knowing that I worked really, really hard for the things that I have built over time and that preserving it, leveraging it, protecting it is something that I don’t have to worry about.”
Jim Lobdell, Whittier Trust client
Experience and Attention Unmatched in the Industry
Whittier Trust attracts the highest quality of professionals, chosen both for their industry expertise as well as their commitment to exceptional customer service. Many staff members have been with the company for 10 years or more, ensuring long-term relationships for our clients. We also limit the number of clients per administrator to a maximum of 20, so that we can provide truly personalized attention to each individual, family, or organization.
Many of our professionals hold JD and MBA degrees, hold the CTFA and CPA designations, and are CFA® Charter holders.
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BOARDS OF DIRECTORS
The Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. are each guided by a highly experienced cadre of financial and management executives.