Whittier Trust Company

Whittier Trust Company is an independent wealth management and investment firm headquartered in Pasadena, California. It specializes in managing assets for ultra-high-net-worth families, foundations, and endowments, offering a comprehensive suite of services including investment management, trust services, and philanthropic advisory. The firm operates as a multi-family office, providing personalized financial solutions tailored to the unique needs of each client.

Established in 1989, Whittier Trust Company has expanded its presence with offices in Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Seattle, and Portland. The firm has a rich history, tracing its origins back to a family office founded in 1935 by the children of Max Whittier, who co-founded and developed Beverly Hills in the early 1900s. This legacy underscores the firm's deep-rooted commitment to wealth management and client service.

In 2025, Whittier Trust Company achieved a significant milestone by being named a Platinum Employer Partner by the Society of Trust and Estate Practitioners (STEP), becoming the first U.S.-based firm to receive this prestigious designation. This recognition highlights the firm's dedication to excellence in client service and its commitment to developing top-tier trust and estate advisors. The firm's investment approach is characterized by a focus on long-term value creation, leveraging its extensive experience and resources to navigate complex financial markets and deliver tailored solutions that preserve and enhance clients' wealth across generations.