Trusts are a journey for many, and they can have a profound impact on your family. There comes a time when you need additional knowledge, support and continuity to protect your family's wealth.
Nearly a century ago, the Whittier family recognized the complex needs of managing their estate. To leverage additional expertise, they chose to create a family office that evolved into Whittier Trust.
Whittier Trust is a state-chartered wealth management company with a proven track record in serving families. We believe each family requires a unique and tailored solution, and our size allows us to provide an enhanced client experience through knowledgeable and experienced trustee services delivered in an unbiased manner.
“We make a meaningful difference to our clients by helping preserve their wealth, assisting with intergenerational wealth transfers and achieving family harmony through our fiduciary expertise.” - David Dahl, CEO of Whittier Trust
Fiduciary management balances the purpose of the trust with the needs of the beneficiaries. Whittier Trust thoughtfully weaves together all aspects of your financial life and family life. We achieve this through a thorough and comprehensive process:
Step 1: Your Wealth. Your Family. Your Legacy - We sit down with you to find out what is really important to you and your family. We seek to understand your aspirations, how you and your family made your wealth, how it has impacted your life, and how to best utilize it going forward for the benefit of the family.
Step 2: Build Your Team - We believe that the best possible outcomes are achieved through ongoing access to, and collaboration with, trusted professionals who genuinely care about you and your family. We build a team tailored to fit your needs and desired legacy. Whittier Trust professionals are proactive and paired with clients based on their unique experience and skill sets.
Step 3: Identify What’s Important, Create A Tailored Plan - Our team dives deep to understand both the tangible and intangible aspects of your wealth. They collaborate with you to develop a plan for the future and implement recommendations that address your personal and financial needs.
Step 4: Make A Meaningful, Lasting Difference - Our goal is to enhance your family’s well-being, prosperity and ultimate happiness through our unparalleled commitment to client service. Our team commits whatever time is necessary to ensure you and your family are comfortable, and we provide ongoing evaluation and monitoring to proactively manage your family’s changing circumstances.
What makes us different:
- We offer true customization and personalization
- Our administration and local decision-making structure are unique to the industry
- Our holistic and integrated service model offers robust capabilities in multiple disciplines
- Our unparalleled experience working with affluent individuals and families—it’s the focus of our practice
- The Nevada Advantage
Your legacy is our business. To learn more about our fiduciary capabilities and trust services, contact us by phone or email.