Investment management
Portfolio guidance and customized, tax-efficient strategies.
Whittier Trust Company
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About Whittier Trust Company
Based in South Pasadena, Whittier Trust Company is a multifamily office providing wealth management and fiduciary services. Its work includes investment management and consulting, family office support, trust services, estate planning, philanthropy, and real estate management. Strategies are tailored to clients' goals and may address tax-efficient portfolio management, family wealth across generations, and succession decisions. The firm also supports foundations and helps families connect philanthropic plans with their values. Services are delivered through coordinated planning and ongoing management for individuals, families, businesses, and foundations seeking to preserve and steward wealth over time.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Whittier Trust Company and not provided by the business.
Services & specialities
Highlights
Trust services
Fiduciary solutions for assets and family plans.
Family office
Financial management support across generations.
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