Whittier Trust Company

At Whittier Trust Company, we specialize in providing comprehensive wealth management services tailored to meet the complexities of our clients’ needs. Our flexible service teams collaborate seamlessly across disciplines, ensuring that as circumstances evolve, so do our solutions. With one of the broadest service offerings in the industry, we bring clarity and confidence to wealth management, acting as a single-source solution for families, businesses, and advisors. Explore more about what we do: https://lnkd.in/gggQP8x9 #WhittierTrust #TrustWhittier #WealthManagement #PrivateWealth #FamilyOffice #InvestmentManagement #TrustServices #FinancialPlanning #BusinessAdvisors #WealthStrategy #FinancialServices #WealthAdvisors

At Whittier Trust Company, we work to help families navigate the complexities of wealth management. Wealth goes beyond financial assets—it’s about instilling responsibility, values, and impact across generations. Our expertise in financial education equips successors with the tools to manage wealth with confidence, ensuring smooth transitions and long-term stewardship. Learn more about how we create tailored strategies and solutions for our clients to build a lasting legacy. https://lnkd.in/gfqy8K6c  #WhittierTrust #TrustWhittier #WealthManagement #FinancialEducation #LegacyPlanning

At Whittier Trust Company, real estate isn’t just part of what we do—it’s part of who we are. With roots tracing back to the Whittier Family’s development of Beverly Hills, our expertise in real assets has grown into one of our most valued services. While many asset managers avoid direct ownership of real assets, our team brings unbiased, proactive management to every client’s portfolio. From stewarding legacy properties to sourcing new investment opportunities, we craft strategies to protect and grow assets while respecting each portfolio’s unique dynamics. Learn more about how we’re redefining real estate asset management: https://lnkd.in/g2ZtQrST  #WhittierTrust #TrustWhittier #RealEstateManagement #WealthManagement #RealAssets #FiduciaryServices #LegacyPlanning #InvestmentStrategies #RealEstateInvesting

Whittier Trust's Pegine Grayson, JD, CAP, has joined the AltaMed Foundation Board of Trustees! We're thrilled to have Pegine, a distinguished leader in philanthropy, contribute her vast expertise to supporting our communities. Congratulations, Pegine! #WhittierTrust #TrustWhittier #Philanthropy #Leadership

At Whittier Trust Company, we work closely with professionals to help clients safeguard their wealth against risks like natural disasters and economic disruptions. Our approach includes proactive strategies such as comprehensive insurance coverage, resilient estate planning, and tailored risk management solutions. Together, we ensure portfolios remain strong and legacies are protected, even in the face of the unexpected. Learn how we prepare clients for the unexpected: https://lnkd.in/e3Tt4wAa #WhittierTrust #TrustWhittier #WealthManagement #RiskManagement #PortfolioManagement

Stay in the know with the latest wealth management news and insights from Whittier Trust in our November newsletter. 

As we approach Thanksgiving, we take a moment to reflect on the relationships and trust that make our work so meaningful. At Whittier Trust, it’s an honor to support what matters most to our clients, partners, and team members. This season, we are reminded of the joy and warmth that comes from shared moments with family, friends, and community. We are deeply grateful for the opportunity to be part of your journey and to contribute to the legacies you are building. Wishing you and yours a Thanksgiving filled with gratitude, connection, and cherished memories. #Thanksgiving #Gratitude #FamilyLegacy #WhittierTrust #TrustWhittier

Boomers, Gen X, Millennials, and Gen Z—every generation needs to plan together for the inevitable. At Whittier Trust Company, we understand that preparing for estate settlement means more than managing legal documents; it’s about navigating the emotional and logistical complexities that arise during life’s most challenging moments. In her latest article, Vice President Haley Kirk Dahl, explores the six essential steps to thoughtful estate settlement—from consulting with legal and financial experts to preserving family inheritance. With a compassionate approach, we help families cope with the tangibles and intangibles before, during, and after significant life events. Learn more about how we guide families through every stage of this process: https://lnkd.in/gGfpxCP4 #EstatePlanning #WealthManagement #LegacyPlanning #FamilyHarmony #TrusteeServices #WhittierTrust #TrustWhittier

Managing substantial family wealth requires expertise and a tailored approach. At Whittier Trust Company, we specialize in helping affluent families determine whether to establish a family office or transition an existing one. From investment management to estate planning and governance, we provide the resources and institutional framework to navigate these critical decisions for our clients. In our latest article, Senior Vice President Whit Batchelor, CFP® explores the unique challenges and opportunities of family office structures. Learn how we guide families through these pivotal moments: https://lnkd.in/gSeKfG6X #FamilyOffice #WealthManagement #LegacyPlanning #WhittierTrust #TrustWhittier

Be part of the Whittier Trust Company team in Pasadena! We’re hiring a Marketing Associate to collaborate with our dynamic group and help shape impactful campaigns that support our work in wealth management. At Whittier Trust, we specialize in providing personalized financial and family office services, and this role plays a key part in communicating our mission and values. If you’re creative, strategic, and ready to make an impact, we’d love for you to apply or share this opportunity! Apply now: https://lnkd.in/gtTrE9qm #Hiring #MarketingJobs #PasadenaJobs #CareerOpportunity #MarketingCareers #WealthManagement #WhittierTrust #TrustWhittier