About Whittier Trust Company
Whittier Trust Company is a Financial Services company based in South Pasadena (United States) founded in 1989. It provides wealth management, investments, trust services, and family office support. It operates on a B2B and Advisory Services model. Its website whittiertrust.com draws about 38 thousand monthly visits. Whittier Trust Company offers products and services including Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services. Its focus areas include Wealth Management, Trust and Estate, Family Office and Investment Management. Its legal entity is M. H. WHITTIER CORPORATION. Similar companies include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street; 2 of its 3 listed similar companies have raised funding.
Company details
Whittier Trust is a wealth management firm that delivers personalized services including family office, investments, alternatives, philanthropy, real estate, and trust solutions. It operates through multiple offices across the United States, advising clients on legacy planning and financial strategies. The company emphasizes independent, tailored approaches to meet individual needs, focusing on high-net-worth individuals and families.
- Headquarters South Pasadena, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website whittiertrust.com
- Social LinkedIn Facebook YouTube
- Legal Name M. H. Whittier Corporation
Products & Services of Whittier Trust Company
Whittier Trust Company offers a comprehensive portfolio of products and services, including Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services.
Manages family wealth, legacy, and personalized financial planning.
Provides strategies for investments and alternative assets management.
Assists with charitable giving and philanthropy strategies.
Offers guidance on real estate investments and property management.
Handles trust administration and estate planning needs.
Apps and channels of Whittier Trust Company
its YouTube channel Whittier Trust has 440 subscribers and 30 videos.
Videos from Whittier Trust Company
The most watched videos on Whittier Trust Company's YouTube channel, Whittier Trust (440 subscribers). Click a video to play it here.
More on Whittier Trust.
People of Whittier Trust Company
84 people are tracked at Whittier Trust Company (48 in leadership, 2 in board & advisors, 34 in team).
| Name | Role | Group |
|---|---|---|
Danny J. Schenker | VP & Client Advisor | Leadership |
Taylor Hughes | Assistant Vice President, Client Advisor | Leadership |
Thomas Doud | Senior Vice President, Client Advisor | Leadership |
Danielle Rassman | Assistant VP | Leadership |
Matt Messerli | Assistant Vice President | Leadership |
Amber-Lyn Burr | Assistant Vice President Senior Accountant | Leadership |
Katie Muzzin | Assistant Vice President, Investment Analyst | Leadership |
David Dahl | CEO | Leadership |
James Baer | CTO | Leadership |
Liam J. McGuinness | EVP & CFO | Leadership |
Gustavo Sanchez | Senior Vice President Human Resources | Leadership |
Caleb Silsby | EVP & Chief Portfolio Manager | Leadership |
Sean Kraus | Senior Vice President, Senior Portfolio Manager | Leadership |
Jacob Rodriguez | Assistant Vice President, Portfolio Manager | Leadership |
Thomas R. Suchodolski | Vice President, Client Advisor | Leadership |
Jorge Ramos | VP, Real Estate | Leadership |
Sandip A. Bhagat | Chief Investment Officer | Leadership |
Amanda M. Buntmann | VP & Client Advisor, Philanthropic Services | Leadership |
Andrew Paulson | VP, Real Estate | Leadership |
Jeff R. Treut | VP & Client Advisor, Business Development | Leadership |
64 more people are available in the full profile.
Complete people profiles for Whittier Trust Company
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Similar companies to Whittier Trust Company
Whittier Trust Company has 3 listed similar companies in our database, 2 of them funded. They include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. | ||
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services |
Detailed similar companies of Whittier Trust Company
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Web traffic of Whittier Trust Company
The website of Whittier Trust Company (whittiertrust.com) receives about 37.7K visits a month.
- Monthly visits37.7K
▲ 254.3% vs previous month
Websites whose visitors overlap most with Whittier Trust Company. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| adhesionwealth.com | 55% | 3.6K | #4,527,376 | View details | |
| riverpointcm.com | 54% | View details |
Top companies in Single Family Offices
3 companies that operate in the same segment as Whittier Trust Company (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Whittier Trust Company
Complete news archive for Whittier Trust Company
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Frequently Asked Questions about Whittier Trust Company
Whittier Trust Company was founded in 1989.
Whittier Trust Company is headquartered in South Pasadena, United States. It is registered at South Pasadena, California, United States.
Whittier Trust is a wealth management firm that delivers personalized services including family office, investments, alternatives, philanthropy, real estate, and trust solutions. It operates through multiple offices across the United States, advising clients on legacy planning and financial strategies. The company emphasizes independent, tailored approaches to meet individual needs, focusing on high-net-worth individuals and families.
Whittier Trust Company's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Whittier Trust Company offers Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services.
Whittier Trust Company operates through M. H. Whittier Corporation.