At Whittier Trust, we pay attention to both the tangible and intangible aspects of family wealth – and have done so for over four generations — since we began as the family office for the Whittier Family. Max Whittier was a pioneer in both California real estate and petroleum. As a director of Rodeo Land and Water Co., Mr. Whittier held much of the land that eventually became Beverly Hills. His acumen in petroleum culminated in the 1979 sale of the family’s Belridge Oil Company to Shell Oil for a then record setting sum of over $3.6 Billion.
We have refined our singular focus on the business of wealth management since 1935. Today, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.
We are:
Focused and independent
The oldest and largest multi-family office headquartered on the West Coast
Committed to highly responsive client service
The comprehensive wealth management solution