Whittier Trust

We highlighted the advent of a new economic cycle in our commentary at the beginning of the year. We observed that there were a number of aspects of this new cycle that were both unusual and underappreciated. We value long-lasting guidance from generation to generation. Clients choose us for our strong investment and wealth management capabilities, but they ultimately stay because of the impact our relationship has on their family.

Our passionate team of professionals is dedicated to making your wealth a lasting asset for future generations. We provide an unparalleled service model of excellence that is designed to give you the solutions you want. Family continuity and legacy are what matter to us. Your loved ones will be better prepared to be good stewards of the family legacy, preserving its integrity for generations to come.