“We are dedicated to making a meaningful and lasting difference in all aspects of our client’s wealth, family, and legacy.”

Whittier Trust has a proud heritage. Nearly a century ago, pioneering wealth in California real estate and petroleum, Max Whittier founded the firm as a family office. His acumen in the oil and gas business culminated in the 1979 sale of Belridge Oil Company to Shell Oil for a then record-setting sum of over $3.65 Billion. Since 1935, with steadfast guidance through multiple generations, Whittier Trust has built success in the business of wealth management and has grown into the preeminent multi-family office headquartered on the West Coast.

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