Whittier Trust Company

South Pasadena, United States Founded: 1989 • Age: 37 yrs
Provides wealth management, investments, trust services, and family office support.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 8 Brand Intelligence

About Whittier Trust Company

Whittier Trust Company is a company based in South Pasadena (United States) founded in 1989. It operates as a B2B and Advisory Services. Whittier Trust Company offers products and services including Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services. Whittier Trust Company operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.

  • Headquarter South Pasadena, United States
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Legal Name M. H. Whittier Corporation
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Private Capital & Alternative Investments Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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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.

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Primary

Manages family wealth, legacy, and personalized financial planning.

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Provides strategies for investments and alternative assets management.

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Assists with charitable giving and philanthropy strategies.

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Offers guidance on real estate investments and property management.

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Handles trust administration and estate planning needs.

People of Whittier Trust Company

Headcount 50-200
Employee Profiles 82
Board Members and Advisors 2
Employee Profiles
People
Danny J. Schenker
VP & Client Advisor
People
Taylor Hughes
Assistant Vice President, Client Advisor
People
Thomas Doud
Senior Vice President, Client Advisor
People
Sophia Nolan
Officer, Client Advisor, Philanthropic Services

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Board Members and Advisors
people
Michael J. Casey
Chairman
people
Paul A. Cantor
Board Member

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Funding Insights of Whittier Trust Company

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Detailed funding history for Whittier Trust Company

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Investments & Acquisitions by Whittier Trust Company

Investments
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Investment portfolio details for Whittier Trust Company

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Financial Statements - Whittier Trust Company

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Detailed financials for Whittier Trust Company

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Whittier Trust Company Comparisons

Whittier Trust Company Primary company
Description
Provides wealth management, investments, trust services, and...
Location
South Pasadena, United States
Founded Year
1989
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Whittier Trust Company

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Competitors of Whittier Trust Company

Whittier Trust Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.

Company Name Domain Founded year HQ Location Description
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Multi-family office services are provided to high-net-worth clients.
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Multi-family office services are provided to high-net-worth clients.
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Provider of multi family office services
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Multi-family office services are provided for asset management needs.
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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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Provides equity capital and strategic advice to growth-oriented companies across sectors.
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Detailed competitors of Whittier Trust Company

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Latest news on Whittier Trust Company

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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 offers Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services.

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