Whittier Trust is a West Coast multi-family office providing integrated investment management, tax and accounting, fiduciary, estate planning, real property and family office services.
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, serving individuals, families, and foundations across the United States' western states. The firm's founding family brings a century-long history of entrepreneurship, and its stated mission is to preserve wealth, strengthen family bonds, and build lasting legacies.
The company delivers its services under one roof, combining investment management with tax and accounting, real property, fiduciary services, estate planning, and family office support. Investment management is structured around client goals; estate planning addresses the complexities of multigenerational planning; and real property and fiduciary work sit alongside the firm's broader accounting and tax functions as part of a single, integrated offering.
Family office support is provided by dedicated professionals working from a consulting approach, tailoring solutions to complex family situations. The firm reports a legacy of integrity and personalised service, strong connections to the communities it serves, and support for philanthropic efforts reflecting clients' values and priorities.
