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Our Mission

Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that is expert in guiding families through multiple generations-protecting and enriching a family’s legacy through diligence and integrity while educating the family’s future generations about their stewardship and the opportunities it encompasses.

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 as a trust management company, 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.

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Welcome to Whittier Trust.

As Whittier Trust, we are:

FEATURED White Papers

Is ‘Doing Good’ Good for your Portfolio?

FEATURED White Papers

An Upside to Inflation? Larger gift tax exemptions!


From Investments to Family Office to Trustee Services and more, we are your single-source solution.

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