Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Whittier Trust Names Whit Batchelor the Head of New San Diego Office

Bringing Decades of Wealth Management Expertise to San Diego’s Ultra-High-Net-Worth Families Whittier Trust is pleased to announce that Whit Batchelor has been appointed as Executive Vice President, Client Advisor and San Diego Regional Manager, where he will lead the firm’s newest office in San Diego. This appointment underscores Whittier Trust’s dedication to internal leadership development and its commitment to maintaining a client-first culture and relationships spanning generations through experienced, long-tenured professionals. “Whit’s deep expertise, strong relationships and dedication to client […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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