Whittier Trust Company

Whittier Trust Company

Investment-Management

Pasadena, CA
United States
Company Tagline

We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.

Industry Category
Investment-Management
Company Description

Whittier Trust Company stands as a premier investment management firm, dedicated to making a meaningful and lasting difference in all aspects of your wealth, family, and legacy. With a rich history dating back to its origins as a single-family office in 1935, Whittier Trust Company has evolved into a leading multi-family office headquartered on the West Coast. Today, Whittier Trust Company extends its services across multiple locations, including Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland, Seattle, and Austin.

Located at 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, US, Whittier Trust Company offers an extensive suite of family office and concierge services. Investment management advisors at Whittier Trust Company focus on a wide range of personal, family, fiduciary, and business needs, providing a unique perspective for problem-solving, support, and consultation. Whittier Trust Company provides comprehensive investment management across all asset classes. With years of experience in real estate, Whittier Trust Company supports all aspects of planned giving with its philanthropy services department, leveraging a deep knowledge of the nonprofit community. Additional offices are located at 100 West Liberty Street, Suite 890, Reno, NV 89501, US; 505 Montgomery Street, Suite 1200, San Francisco, CA 94111, US; 520 Pike Street, Suite 1415, Seattle, WA 98101, US; 4695 MacArthur Ct, Suite 1500, Newport Beach, California 92660, US; 111 S. W. Fifth Ave., Suite 3150, Portland, OR 97204, US; and 600 Congress Ave, Austin, Texas 78701, US.

Whittier Trust Company is committed to building a team tailored to fit your specific needs and situation. We invite the manager of Whittier Trust Company to create a customized and exclusive company showcase and product listing on our platform to further highlight the exceptional services and expertise offered by Whittier Trust Company.

Whittier Trust Company est une société de gestion de placements de premier plan, dédiée à faire une différence significative et durable dans tous les aspects de votre patrimoine, de votre famille et de votre héritage. Forte d'une riche histoire qui remonte à ses origines en tant que bureau unifamilial en 1935, Whittier Trust Company est devenue un chef de file des bureaux multifamiliaux dont le siège social est situé sur la côte ouest. Aujourd'hui, Whittier Trust Company étend ses services à plusieurs endroits, notamment Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland, Seattle et Austin.

Située au 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, US, Whittier Trust Company offre une gamme complète de services de bureau familial et de conciergerie. Les conseillers en gestion de placements de Whittier Trust Company se concentrent sur un large éventail de besoins personnels, familiaux, fiduciaires et commerciaux, offrant une perspective unique pour la résolution de problèmes, le soutien et la consultation. Whittier Trust Company fournit une gestion de placements complète dans toutes les catégories d'actifs. Forte de ses années d'expérience dans l'immobilier, Whittier Trust Company soutient tous les aspects des dons planifiés avec son département des services philanthropiques, en tirant parti d'une connaissance approfondie du milieu à but non lucratif. Des bureaux supplémentaires sont situés au 100 West Liberty Street, Suite 890, Reno, NV 89501, US ; 505 Montgomery Street, Suite 1200, San Francisco, CA 94111, US ; 520 Pike Street, Suite 1415, Seattle, WA 98101, US ; 4695 MacArthur Ct, Suite 1500, Newport Beach, Californie 92660, US ; 111 S. W. Fifth Ave., Suite 3150, Portland, OR 97204, US ; et 600 Congress Ave, Austin, Texas 78701, US.

Whittier Trust Company s'engage à mettre en place une équipe adaptée à vos besoins et à votre situation spécifiques. Nous invitons le directeur de Whittier Trust Company à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur les services et l'expertise exceptionnels offerts par Whittier Trust Company.

Key Personnel / Employees
Andre van Niekerk Ph.D. Julie Lytle Nesbit Yali Lincroft Thomas Frank (Executive Vice President Northern California Regional Manager at Whittier Trust Company)

Compare Companies Side by Side

Compare Whittier Trust Company with 3 companies in Investment-Management

4 Companies
Comparison Field
Whittier Trust Company
Whittier Trust Company
Main Company
JR Capital
JR Capital
View Profile
Founded Year
2018 2005 1993
Company Size
2-10 11-50 11-50
City
Pasadena, CA Aix-en-Provence, Provence-Alpes-Côte d’Azur London, England
Country
United States France United Kingdom
Skills & Keywords Comparing with main company
13 Total Skills
Investment Management Family Office Services Wealth Management Trust Services Real Estate Investment Philanthropic Advisory Estate Planning Investment Consulting Real Estate Energy Philanthropic Advisory Services Family Office Nevada Trust Situs
4 Total 4 Unique
Unique Skills:
Asset Management Coliving Coworking Property Development
2 Total 2 Unique
Unique Skills:
Private Finance Property Management
5 Total 5 Unique
Unique Skills:
Debt Solutions Fundamental Equity Strategies OCIO Thematic Investments Wealth Strategy
4
Total Companies
1993
Oldest Founded
3
Countries
24
Unique Skills

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Alternative Company Names

This company is also known as

Whittier Trust Company 惠提尔信托公司 व्हिटियर ट्रस्ट कंपनी شركة ويتير ترست Уиттиер Траст Компани