Estate Planning and Trust Services

What Are Trust Services?

A Foundation for Generational Wealth

Trust services involve comprehensive professional guidance in creating and managing legal arrangements that dictate how your assets are held, distributed, and preserved. As a multi-family office and fiduciary with the ability to serve as a personal trustee, Whittier Trust administers your estate with expertise and care, ensuring your wealth supports your family, your chosen causes, and your legacy for generations.

Why It Matters:

Effective estate planning and trustee services from an unbiased, third-party perspective are crucial for minimizing taxes, avoiding legal complications, and maintaining family harmony. Our fiduciary team helps you build a secure financial future while enabling your loved ones to focus on what matters most. We believe that real fiduciary management balances the purpose of the trust with the needs of the beneficiaries.

What Sets Us Apart?

Tailored, Collaborative Strategies

No two families are the same. That’s why we begin by developing a deep understanding of your goals, family dynamics, and estate structure. From there, we build a team tailored to your needs—bringing together the right internal experts and collaborating closely with your attorneys, tax professionals, and advisors to create highly personalized, effective solutions—whether you’re transferring wealth, managing complex holdings, or preserving family values.

Fiduciary Trustee Services

We can serve as your personal trustee, lifting the administrative burden from loved ones and ensuring legal and accounting responsibilities are handled with precision and care.

Nevada Trust Advantage

Through our Nevada office, we help clients access powerful benefits like extended trust durations, asset protection, and significant tax savings.

Our Differentiators

Whittier Trust has been delivering Family Office services since 1935, offering unmatched expertise and dedication. Our proactive, integrated approach ensures that your financial life is expertly coordinated, allowing you to focus on what matters most—your family and legacy.

We believe our real estate portfolio management expertise sets us apart from other multi-family offices. However, what truly distinguishes us is the close, trusted relationships we build with our clients. In times of challenge—whether financial, trust-related, or otherwise—after their spouse, we are often the first call they make.

Learn more about our differentiators.

Our Trust Services Include

Legacy-Focused Planning

Trust structures aligned with your family’s values and vision

Real Asset Management

Expertise in managing real estate, family businesses, and private equity

Philanthropic Integration

Aligning charitable goals with long-term trust strategies

Tax Optimization

Estate planning that preserves wealth through advanced tax strategies

Learn More about Estate Planning

Key Benefits of Our Estate Planning Services

Objective third-party guidance from experienced fiduciary professionals
Personalized trust strategies tailored to your assets and family structure
Coordination with your advisory team for a fully integrated approach
Proven ability to manage complex estates with care and precision

Why Work With Whittier Trust?

As the oldest multi-family office headquartered on the West Coast, Whittier Trust offers unmatched experience and a deeply personal approach to fiduciary service. Our dedicated trust team includes JDs, CTFAs, and CFPs with the knowledge and insight to help you navigate every aspect of estate planning and administration, building solutions that endure across generations.

Ready to simplify your wealth management?

Get Connected With An Advisor Today