Whittier Trust

Whittier Trust is a premier independent wealth management and investment firm, serving as the oldest multi-family office headquartered on the West Coast. Originally established in 1935 to manage the fortune of the Whittier family, the firm transitioned to a multi-family office in 1989 and now serves ultra-high-net-worth individuals, families, and foundations. The company provides a comprehensive suite of services, including investment management, trust and fiduciary services, philanthropy, and real estate management. With over $20 billion in assets under management, Whittier Trust emphasizes personalized, long-term stewardship and multigenerational wealth preservation, often investing in sectors such as life sciences, technology, and real estate.