Whittier Trust, the oldest multi-family office headquartered on the West Coast, has been named a Top 5 Finalist in the 2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of
Multi-Family Office Team of the Year for the second year in a row. This recognition is a testament to Whittier Trust‘s commitment to prioritizing clients’ needs, goals, and legacies and providing the utmost professional service in wealth advising.
“It’s a true honor to be recognized by STEP for a consecutive year,” said David Dahl, CEO at Whittier Trust. “Relationships are everything in family office services, and we would not serve our clients as faithfully as we do without the exceptional and tireless work of our energetic, passionate, and dedicated team of professionals. They think like true entrepreneurs, deliver exceptional service and investment results, and take the time to get to know our clients. We take pride in often being our client’s second call (after their spouses) in times of both triumph and challenge, and we will continue evolving as a company to meet our clients’ changing needs.”
The STEP Private Client Awards celebrate firms’ and professionals’ achievements and outstanding performance worldwide. With a record number of entries, Whittier Trust’s nomination as a finalist in the Multi-Family Office Team of the Year category for a second year further solidifies its position as a leader in delivering exceptional service to clients. It highlights the company’s expertise in serving multi-generational families with complex wealth management needs.
Whittier Trust is dedicated to providing personalized and tailored wealth management services and is proud to be recognized among the Multi-Family Office Team of the Year category. The nomination serves as a testament to its culture of internal promotion, mentorship, open communication, professional growth, and dedication to clients by meeting their everyday needs.
The recognition from STEP comes on the heels of unprecedented growth from the company, having opened three new offices in the last three years, and relocating the company’s headquarters to a larger office in Pasadena, CA, to better serve an expanding client base locally. Several Whittier Trust offices were also recently recognized as top places to work by the Puget Sound, Orange County, and Los Angeles Business Journals.
A panel of judges will decide upon a winner for each category. The honorees will be announced at the black-tie dinner and awards ceremony, hosted by Susie Dent, writer and broadcaster, on Sept. 19 at the London Hilton on Park Lane.
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For more information about Whittier Trust’s wealth management and family office services, start a conversation with a Whittier Trust advisor today by visiting our contact page.
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