For every individual, the answer is personal and unique. Since 1935, Whittier Trust has been helping highly affluent individuals and families accomplish what’s important to them by providing expert guidance, superior investment performance and exceptionally tailored services.
As the largest independent firm of its kind in the Western United States, Whittier Trust provides unrivaled investment and wealth management, including fiduciary and philanthropic services, all within the highly personalized structure of a family office. At Whittier Trust, their focus is on consistently protecting and growing wealth – one client at a time, from one generation to the next.
505 Montgomery Street, Suite 620
San Francisco CA 94111