Whittier Trust

Whittier Trust 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.

Whittier Trust is pleased to announce a series of promotions across our Pasadena, West Los Angeles, and Newport Beach of...
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/

Whittier Trust’s Dean Byrne and Erica Crumbly joined the Nevada Women’s Fund on KOLO News to discuss the “Best Places fo...
03/30/2026

Whittier Trust’s Dean Byrne and Erica Crumbly joined the Nevada Women’s Fund on KOLO News to discuss the “Best Places for Women to Work in Northern Nevada” survey and the role organizations play in advancing women in the workplace.

The conversation highlighted how investment in professional development, mentorship, and community involvement can create meaningful pathways for growth and leadership.

We are proud to support initiatives that help expand opportunities for women across our communities.

We are pleased to share the promotion of Ashley Fontanetta to Director of Philanthropic Services and to celebrate the re...
03/19/2026

We are pleased to share the promotion of Ashley Fontanetta to Director of Philanthropic Services and to celebrate the retirement of Pegine Grayson.

Ashley has worked closely with families on philanthropic planning and administration, helping guide private foundations, donor advised funds, and charitable strategies aligned with long-term goals. In her new role, she will lead the department while continuing to support clients with the same thoughtful care.

We are also deeply grateful to Pegine for her years of leadership and dedication to the families we serve. Her impact on our firm has been meaningful and lasting. We wish her every happiness in retirement.

We were pleased to welcome clients and friends across all our office locations for our recent Investment Breakfast Tour....
03/16/2026

We were pleased to welcome clients and friends across all our office locations for our recent Investment Breakfast Tour.

During these engaging mornings, our Chief Investment Officer, Sandip Bhagat, shared why 2026 may be a landmark year as U.S. economic growth normalizes at a higher level than in the pre-pandemic cycle. The discussion covered what this could mean for growth, inflation and policy rates, public and private markets, and the key risks shaping today’s investment landscape.

Thank you to everyone who joined us. We value the opportunity to connect and share perspectives that help you navigate the year ahead.

Last Friday, our Reno office wore purple in honor of International Women’s Day, recognizing the achievements, leadership...
03/09/2026

Last Friday, our Reno office wore purple in honor of International Women’s Day, recognizing the achievements, leadership, and lasting impact of women in our workplace and in the communities we serve. It was a thoughtful way to acknowledge the contributions of women and reaffirm our commitment to fostering an inclusive and supportive environment.

We are proud to stand alongside the talented women of Whittier Trust—today and every day.

We are proud to share that Sandip Bhagat, Chief Investment Officer at Whittier Trust, has been named to Markets Group’s ...
03/02/2026

We are proud to share that Sandip Bhagat, Chief Investment Officer at Whittier Trust, has been named to Markets Group’s 2026 Elite Private Wealth CIO list. This honor recognizes leading CIOs from independent RIAs across North America.

Congratulations to Sandip on this well-deserved recognition and his continued leadership on behalf of the families and clients we serve.

02/25/2026

Whittier Trust’s origin story is central to what sets the firm apart today.

In this video, Ashley Fontaneda, Senior Vice President and Client Advisor, reflects on how Whittier Trust grew from a single-family office into the oldest multifamily office headquartered in the West—shaped not by merger, but by the evolving needs of families navigating business success, liquidity events, and multigenerational wealth planning.

That history continues to inform a holistic approach built around real-world experience and long-term stewardship.

Watch the full video to learn how Whittier Trust’s foundation continues to guide the way it serves families today.

Whittier Trust was proud to be a sponsor of this year’s Cars on 5th in Naples, presented in partnership with duPont REGI...
02/17/2026

Whittier Trust was proud to be a sponsor of this year’s Cars on 5th in Naples, presented in partnership with duPont REGISTRY Group and benefiting Habitat for Humanity of Collier County. The event brought together an exceptional collection of rare and exotic automobiles along with collectors, enthusiasts, and community leaders who share a passion for both craftsmanship and community impact.

After the event, we were pleased to host several familiar faces for dinner. It was a great opportunity to reconnect, continue the conversation, and enjoy time together outside of the day’s program.

Thank you to the organizers and everyone who made the evening memorable. We always value the chance to show up, participate, and spend meaningful time with our community.

02/12/2026

When it comes to protecting wealth and planning for future generations, where your trust is based can make a meaningful difference.

In this video, Kristen Matteoni, VP, Associate Counsel at Whittier Trust, explains why Nevada is often considered a standout jurisdiction for estate and tax planning. From flexibility in trust design to strong asset protection features, Nevada offers planning tools that can help your estate plan adapt as life evolves.

Watch the video to learn why Nevada may be an important consideration when thinking about safeguarding your legacy.

When it comes to investing, performance isn’t the only factor that matters. Fees and advisor compensation can quietly sh...
02/06/2026

When it comes to investing, performance isn’t the only factor that matters. Fees and advisor compensation can quietly shape your long-term results—sometimes more than expected.

Even small differences in annual costs can add up significantly over time. Understanding how your advisor is paid, where fees may be embedded, and how incentives are structured can help ensure your investment strategy is truly aligned with your goals.

This article explores why transparency matters, how certain fee structures can affect outcomes, and what to look for in an advisory relationship built for the long term. Written by Tim McCarthy, Managing Director.

Read the full article on our website.
https://www.whittiertrust.com/hidden-fees-and-hidden-agendas/

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

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