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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Whittier Trust

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United States
Pasadena, CA
Whittier Trust

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We help highly affluent individuals and families accomplish what’s important to them.

Whittier Trust is the oldest multifamily office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients’ wide range of personal, family, fiduciary, and business needs, giving us a unique perspective for problem-solving, support, and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation. Visit our website to learn more about what Whittier Trust can offer you and your family. Follow our page to stay informed on market analysis from leading industry experts as well as the latest tips for portfolio management, philanthropic efforts, estate planning, and more.

11/04/2026

Recently, Whittier Trust hosted the first two Stewards of Legacy evenings: one at a private home on the shore of Lake Tahoe and one under the umbrellas at Roger's Gardens in Corona del Mar. 🌲

Small groups, meaningful conversations, and families and organizations who quietly look after places that matter. We heard from Peter and Alex Hillary on the Himalayan Trust, and the Antarctic Heritage Trust New Zealand took guests inside Scott’s Discovery Hut through virtual reality.

Whittier Trust underwrote both evenings, so everything raised goes directly to the two trusts. Thank you to our hosts, our partners, and our Whittier team. Spring 2027 is already taking shape!

10/01/2026

Grateful for our continued partnership with Family Business Magazine and proud to participate again this year at the ALIGN conference in Dallas. Two of our senior executives spoke on coordinating personal estate plans with family office objectives from investment management and tax planning to philanthropy and governance.

Thank you again to Family Business Magazine for another great event. We're already looking forward to TRANSITIONS this October in Newport Beach!

09/15/2026

Recently, we were a proud sponsor of the inaugural benefit concert at the historic Lido Theater, featuring the Righteous Brothers' Bill Medley and Bucky Heard. It was truly a special night of music for a great cause, supporting the Newport Beach Junior Lifeguard Scholarship Program and Friends of OASIS Senior Center.

Thank you to Fritz Duda Company, River Jetty Restaurant Group, and all who came out to support these wonderful local organizations!

09/09/2026

Recapping a fantastic event this past month! 🏇

As a proud sponsor, we were thrilled to celebrate the Whittier Trust Silver Cup Final at the Santa Barbara Polo & Racquet Club. This year was one for the books! Thank you to everyone who joined us for a beautiful day of polo, great company, and unforgettable moments.

We can't wait to do it again next year!

09/01/2026

Whittier Trust has been named one of the 2026 Best Places to Work in Los Angeles by the Los Angeles Business Journal, marking our 5th consecutive year and the first time we've been honored among large companies, underscoring our continued growth.

This recognition celebrates organizations that foster strong workplace culture, employee engagement, and an environment where teams can thrive.

We're proud that this distiniction reflects our commitment to the people who help preserve and enrich our clients' legacies every day.

08/27/2026

Lights, camera, culture! Our team recently spent the day filming new brand videos, and we wanted to pull back the curtain and share a few candid moments from set.

We love capturing what makes Whittier Trust special: our legacy, our people, and the personalized approach we bring to every relationship.

Stay tuned... 👀these videos will be live soon!

08/24/2026

Whittier Trust has been named one of the 2026 Best Places to Work in Orange County by the Orange County Business Journal, marking our 6th consecutive year on the list and 9th recognition in the past 10 years.

This honor celebrates organizations that foster strong workplace culture, employee engagement, and an environment where teams can thrive.

We're proud that this recognition reflects our commitment to the people who help preserve and enrich our clients' legacies every day.

08/18/2026

Learning, connecting, and having a little fun along the way! Our Legal & Compliance team recently came together for a retreat filled with meaningful conversations, team building, and plenty of opportunities to connect outside of the day-to-day.

It’s all part of Life at Whittier Trust: growing together, strengthening relationships, and enjoying the people we work alongside.

04/29/2026

A reduced supply of oil is creating ripple effects across global markets and economies.

In our Second Quarter 2026 Market Insights, we explore what these disruptions could mean for inflation, growth, and your portfolio.

Read the full outlook: https://www.whittiertrust.com/market-insights-second-quarter-2026/

04/15/2026

Whittier Trust is pleased to announce a series of promotions across our Pasadena, West Los Angeles, and Newport Beach offices, recognizing the depth of talent and continued commitment to client service across the firm.

Congratulations to Sam Kendrick, Carter Thicke, Taylor Hughes, Libby Baeza, and Haley Kirk Dahl on their well-deserved promotions.

Read more: https://www.whittiertrust.com/whittier-trust-announces-semiannual-promotions/

Address

177 E. Colorado Boulevard , Ste 800
Pasadena, CA
91105

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16264415111

Website

http://www.whittiertrust.com/

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