At Whittier Trust, we combine decades of experience with a client-centered approach to deliver tailored investment strategies designed to support long-term growth, address risk considerations, and focus on wealth preservation objectives across generations. With our hybrid architecture and disciplined investment process, we work with families and institutions to align portfolios with long-term objectives and evolving needs.
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 decades. Portfolios are designed with discipline, strategic insight, and a focus on long-term outcomes, making strategic, tax-sensitive investments essential.
What Sets Us Apart
Our investment approach combines deep internal expertise with access to top-tier external managers, delivering both breadth and specialization across public and private markets.
We focus on strategies that maximize after-tax returns, employing thoughtful asset location and allocation techniques designed to minimize tax drag and compound wealth over time.
We deliver conflict-free advice with no hidden commissions or steering toward proprietary products. Your strategy remains rooted in what’s best for you and your family’s goals.
High-quality, tax-efficient portfolios tailored to your needs.
Direct real estate opportunities that diversify and enhance long-term returns.
Preferred access to top-tier managers and private market opportunities.
Clear, comprehensive visibility across all managed and non-managed assets.
to private market investments.
with experienced portfolio managers aligns the best investment ideas with the unique circumstances of each individual client.
capabilities increase the alignment with each client’s goals through enhanced control and customization.
complements internally-managed assets, allowing for preferred access to best-of-breed alternative managers and unique private market opportunities.
enhances tax-efficient wealth compounding across generations.
As the oldest multifamily office headquartered on the West Coast, Whittier Trust brings a legacy of disciplined investing and client-centered service. Our seasoned investment professionals average more than two decades of experience across asset classes, tax strategy, and private markets. Every relationship is built on trust, transparency, and a commitment to preserving and growing your family’s wealth for the long term.
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