Whittier Trust has recently been named one of the best Multi-Family Office Teams worldwide by the Society of Trust and Estate Practitioners(STEP). They have also qualified as one of the 5 finalists for the STEP awards under the same category. The winner is slated to be declared on 23rd September through a virtual event.
The Whittier Trust Company(est. 1989) along with its affiliate company, The Whittier Trust Company of Nevada Inc(est. 1994), collectively called the Whittier Trust, is the oldest and largest Multi-Family office headquartered in the West Coast. They offer a suite of independent wealth management and investment services and manage over $11 bn in client assets.
“Whittier’s objective is to provide investment management and trust services to wealthy families by assisting them with the transition of wealth by creating a family’s legacy and a lasting difference,” explained Greg Custer, Executive Vice-President of Whittier Trust.
STEP is a global professional association of finance professionals who specialize in family office services and succession planning. It has more than 21,000 members from 96 countries that include a range of finance and allied professionals like accountants, lawyers, risk analysts among others.
“We are thrilled to be one of the top five Multi-Family Offices in the world recognized by STEP. We’ve always felt our investment management, trust & fiduciary, family office services, philanthropy, real estate and educating the next generation about their legacy were special, but to be recognized globally is especially gratifying,” added Custer. Whittier Trust is the only company with headquarters in the West Coast to make the STEP finalists list.
The winner will be chosen by a panel of internationally renowned finance and investment experts, investment lawyers, solicitors, and financial advisors. The finalist teams will be judged on general Multi-Family Office services, cross generation client investment planning and wealth management, and overall fee structures.
‘Newport Beach-Based Whittier Trust Named Top Five Best Multi-Family Office’- Newport Beach Independent
