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In 1989, Whittier Trust
Company was created as a California state-chartered trust company, and began to offer investment, wealth management, fiduciary, family office, and philanthropic services to other families. In 1994, an affiliate company, The Whittier Trust Company of Nevada, Inc. was formed in
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Whittier Trust is headquartered on the West Coast, with offices in
Pasadena, Newport Beach, West Los Angeles, San Francisco, and Menlo Park, California; Reno, Nevada; Seattle, Washington; and Portland Oregon. In a nod to the Whittier family history, it maintains a focus on philanthropy, and remains
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The
Whittier family office was one of the first family offices in the United States. It was established in 1935 by Leland, Don, Helen, and Paul Whittier to manage their assets and later their philanthropic efforts. A significant percentage of the Whittier family's fortune was on paper until 1979,
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In 2013, the
Securities and Exchange Commission charged Whittier Trust and a fund manager employed by the firm with participating in an insider trading scheme where they benefited by placing trades using confidential, non-public information about technology companies. Later that year, Whittier
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Reno, Nevada to take advantage of the state's favorable tax and trust laws. As of 2023, Whittier Trust managed assets of more than $ 20 bn. for more than 140 foundations, donor advised funds, endowments, and 161 charitable entities, and 578
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301:"HOW THEY MAKE THEIR RICHES GROW Preserving the fortune is no longer enough. Families are managing their money like a business to create still more wealth.- September 10, 1990"
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565:"SEC.gov | SEC Charges Whittier Trust and Fund Manager in Insider Trading Investigation Into Expert Networks"
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177:. Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.
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is an
American independent wealth management and investment firm. A multi-family office, it stems from the
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for $ 3.6 billion. It was the largest corporate acquisition in history at the time.
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Trust agreed to pay $ 1.7 million in damages to settle the insider trader charges.
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431:"Whittier Trust Positions for Growth with New Pasadena Relocation"
383:"Whittier Trust Company: Private Company Information - Bloomberg"
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589:"SEC charges Whittier Trust, fund manager with insider trading"
277:"Whittier Family Collection at the Online California Archive"
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actively involved in oil, gas, and real estate investments.
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American independent wealth management and investment firm
351:"Shell to Purchase Calif. Oil Land For $ 3.65 Billion"
632:Financial services companies of the United States
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326:"Achieving immortality via the family office"
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508:"Whittier - Advisors in Philanthropy"
117:Michael J. Casey (Executive chairman)
102:Pasadena, California and Reno, Nevada
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483:"Philanthropist Paul Whittier Dies"
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226:Scholl, Jaye (December 18, 2000).
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533:"How to Raise a Philanthropist"
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463:www.whittiertrust.com
537:Wall Street Journal
305:archive.fortune.com
119:David A. Dahl (CEO)
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46:Financial services
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487:Los Angeles Times
411:www.campdenfb.com
387:www.bloomberg.com
324:Lenzner, Robert.
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253:"Whittier family"
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597:. Retrieved
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175:Max Whittier
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139:Total assets
131:Philanthropy
98:Headquarters
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34:Company type
569:www.sec.gov
237:February 2,
127:Investments
599:2023-05-09
574:2023-05-09
550:2018-02-25
517:2018-04-19
493:2018-04-19
468:2018-02-27
441:2023-11-29
416:2018-04-19
392:2018-04-19
368:2018-02-26
335:2018-02-26
310:2018-02-26
286:2018-02-25
262:2018-04-19
210:References
113:Key people
545:0099-9660
363:0190-8286
188:Shell Oil
626:Category
232:Barron's
124:Services
42:Industry
593:Reuters
181:History
149:Website
80: (
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52:Founded
37:Private
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330:Forbes
257:Forbes
541:ISSN
359:ISSN
239:2018
158:.com
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Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.
