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Whittier Trust

Whittier Trust

Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as "Whittier Trust"), state-chartered trust companies wholly owned by Whittier Holdings, Inc. ("WHI"), a closely held holding company. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust's wealth management platform serves over 400 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier's areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland.

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About Whittier Trust

Founded

1935

Estimated Revenue

$50M-$100M

Employees

51-250

Category

Industry

Investment Management

Location

City

San Francisco

State

California

Country

United States

Tech Stack (94)

search

Devops And Development

Communications

Programming Languages And Frameworks

Productivity And Operations

Customer Management

Product And Design

E-commerce

Payment

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