Whittier Trust Company

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1810 Fair Oaks Ave Ste 100
South Pasadena, CA 91030
+1 (626) 441-5111
http://whittiertrust.com

Whittier Trust Company, based in South Pasadena, CA, has been a trusted provider of investment and wealth management services in the Los Angeles area for over two decades. Specializing in equity management, alternative assets, family business issues, and insurance consulting, they cater to both individuals and businesses.

With a strong focus on personalized financial solutions, Whittier Trust Company is known for its expertise in navigating complex financial landscapes and helping clients achieve their long-term financial goals. For more information on the comprehensive range of services offered, visit their website.

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Whittier Trust Company, an independent private trust company, exists to protect, enhance and perpetuate the wealth of its clients. More than three quarters of a century of experience in planning and managing wealth has confirmed the value of a comprehensive and coordinated approach to disciplines that will protect wealth, create asset growth and provide an orderly transition of assets to future generations. WTC serves a limited number of clients. Its client contact officers are responsible for an average of 10 relationships versus the industry average of more than 100. WTC has only one business, meeting the administrative and investment requirements of individuals. Traditional corporate trustees have been adjuncts of commercial banks whose primary focus is money lending. WTC manages assets with a focus on after-tax performance. Most money managers' largest clients are tax-free entities, so their investment strategies typically ignore taxes.
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Whittier Trust, based in South Pasadena, CA, offers a comprehensive range of financial services tailored to individual needs, including family office, investments, philanthropy, real estate, and trust services. With a focus on personal wealth management, Whittier Trust aims to protect clients' legacies and ensure lasting financial security for their loved ones. The company prides itself on being a single-source solution for clients, providing independent and unique services that cater to their specific requirements. As artificial intelligence continues to shape the future of wealth management, Whittier Trust remains dedicated to delivering personalized and trustworthy financial guidance to its clientele.Generated from the website
United States›California›South Pasadena›Whittier Trust Company