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

“Can I Pitch You Something?”

How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch about why you should invest in their new venture. Perhaps you are truly intrigued and want to consider the opportunity. Or maybe you’ve been burned by “investing” in a friend’s startup before. Either way, having a thoughtful process, response, and knowing those next steps ahead of time will give you the confidence to make an […]

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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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