Our Family Office is the heart and soul of Whittier Trust.
True to our roots as a single-family office for the Whittier family in 1935, we continue to offer a comprehensive suite of family office and concierge services. We focus on our clients’ wide range of personal, family and business needs, giving us a unique perspective for problem-solving, support and consultation.
Whether your needs have outgrown your existing family office or you’re starting from square one, Whittier Trust differs from other family offices by providing advice that focuses on the family's best interest, not a corporate agenda. We don't work with our clients as vendors pushing proprietary products. We treat you and your family as partners as we weave together all aspects of your needs, aspirations and values to develop solutions that are uniquely tailored to you.
Our Family Office covers a wide range of services from routine tasks such as bill pay to more complex activities such as coordinating customized insurance reviews and sophisticated estate and income tax analysis with experienced experts, along with balance sheet management and optimization. As wealth grows, complexity and risk grow as well, requiring experienced advocacy and skilled management.
As a family office, revolutionizing the way we work with clients starts with an extraordinary team of professionals built to handle your specific situation. Our advisors have the skills to handle day-to-day activities, the expertise to find efficiencies across all your interests, and the experience to think strategically about the bigger picture.
We believe that understanding your history and the origins of your family’s achievements will help us plan for the success of current and future generations. Succession planning may be on the horizon, while stewardship training may currently benefit younger family members.
From our roots as a single family office in 1935, Whittier Trust has lived our mission of putting a client's needs first, modeling service excellence from the top down. We hold ourselves accountable to the highest standards of professionalism, cultivating lasting relationships along the way.
Your legacy is our business. To learn more about our family office services, contact us by phone or email.