Investments and Alternatives
Why Investment Management Matters
Effective investment management is critical for sustaining wealth, enhancing after-tax performance, and navigating the complexities of multi-generational planning. At Whittier Trust, we believe that wealth is not measured over years but across lifetimes, making strategic, tax-sensitive investments essential.
Why Investment Management Matters
Effective investment management is critical for sustaining wealth, enhancing after-tax performance, and navigating the complexities of multi-generational planning. At Whittier Trust, we believe that wealth is not measured over years but across lifetimes, making strategic, tax-sensitive investments essential.
What Sets Us Apart
Our Differentiators
What We Deliver
Core Investment Management
High-quality, tax-efficient portfolios tailored to your needs
Real Estate Investment Expertise
Direct real estate opportunities that diversify and enhance long-term returns
Alternative Investments
Access to exclusive opportunities in private equity, real assets, and more
Consolidated Reporting
Clear, comprehensive visibility into both managed and non-managed assets
Ready to discuss your investment goals? Let’s explore what’s possible.
Key Benefits of Our Investment Approach
- Exclusive access to private market investments
- Investment strategies tailored to generational wealth planning
- Tax optimization that enhances long-term after-tax wealth
- Direct communication with experienced portfolio managers
Why Work With Whittier Trust?
As the oldest multi-family office headquartered on the West Coast, Whittier Trust brings a legacy of investment excellence and client-centered service. Our seasoned professionals average more than two decades of experience and offer deep, multidisciplinary knowledge across asset classes, tax strategy, and private markets. Every relationship is built on trust, transparency, and a commitment to preserving your legacy.