A race well run
shapes a legacy for generations.
To set sail, you must rst have a vision of where you are going --
and accept the inevitability of changing tides that impact choices
along the way. It helps to have an experienced partner by your
side to chart life’s course.
For nearly 85 years, Whittier Trust has served some of the
nation’s most prominent and auent individuals and families as
the premier multi-family wealth management rm headquartered
on the West coast. Today, we are stronger than ever, helping
clients build, preserve and navigate the complexities of wealth --
and to maximize their legacy.
Our comprehensive, customized nancial guidance paired with a
unique and exclusive suite of personalized Wealth Management
and Family Oce services distinguish Whittier as the preeminent
choice, full and by — assuring top-tier wealth solutions today,
tomorrow and for generations to come.
To learn more, contact Tim McCarthy
626.463.2545 | whittiertrust.com
Your Legacy is Our Business.
$10 MILLION MARKETABLE SECURITIES AND/OR LIQUID ASSETS REQUIRED. Investment and Wealth Management Services are provided by Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “WTC”), state-
chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. This document is provided for informational purposes only and is not intended, and should not be construed, as investment, tax or legal advice. Past performance is no guarantee
of future results and no investment or financial planning strategy can guarantee profit or protection against losses. All names, characters, and incidents, except for certain incidental references, are fictitious. Any resemblance to real persons, living or dead, is entirely coincidental.