A Family Office is a comprehensive suite of services designed to manage all aspects of an affluent family’s financial and personal needs. It combines risk management, financial processing, administration, accounting, and tax services, estate planning, and concierge services to provide a holistic approach to wealth management.
Wealth brings complexity. Our Family Office Services ensure that your advisors, financial strategy, family dynamics, and legacy planning all align. By consolidating resources and expertise, we reduce risk, simplify decision-making, and create a framework for generational success.
Our Approach
We focus on developing a detailed understanding of your balance sheet, estate plans, and family dynamics.
Our experts craft a bespoke plan addressing your unique needs, from liquidity management to tax strategies.
We engage top-tier professionals and leverage the latest technology to deliver seamless, high-touch services.
Continuous evaluation and optimization ensure your family office evolves with your needs.
Comprehensive balance sheet reviews and optimization.
Detailed estate and tax planning tailored to family goals.
Personalized concierge services, including bill pay and document management.
In-depth insurance reviews to ensure adequate coverage.
Risk mitigation and asset protection strategies.
From our roots as a single-family office in 1935, and now as a multifamily office since 1989, Whittier Trust has decades of experience helping ultra-affluent families manage and preserve their wealth. Our dedication to tailored solutions, high-touch service, and long-term partnerships sets us apart. Our legacy is built on your success.
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